Moneytree Insights

We’re excited to welcome David Lewis to the Moneytree team as our new Regional Sales Manager. With a strong background in sales and a passion

Transparency has become a deciding factor in choosing a financial advisor. Clients expect open and honest communication about their financial plans and they want to

Every advisor knows the feeling — too many tools, too many tabs, and too little time. Between onboarding clients, building financial plans, analyzing portfolios, and

Effective financial planning isn’t just about reaching long-term goals — it’s about doing so within the bounds of evolving regulatory standards. For advisors, that means

Financial advisors don’t just manage money — they guide people through some of life’s biggest decisions, from retirement and education planning to navigating volatile markets.

Every advisor-client relationship is built on precision and trust — and the tools you use should reinforce both. Financial planning software isn’t just about producing

Building Relationships with Future Investors The next generation of investors presents a major opportunity for financial advisors. With the “great wealth transfer” on the horizon,

At Moneytree, we’ve built a reputation for offering financial planning tools that advisors can trust, thanks largely to the backbone of our platform: the calculation