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Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
MUNCIE, Ind., March 10, 2022 /PRNewswire/ — Moneytree Software celebrates 40th anniversary on top of continued growth of platform with new functionality.
Advisors are preparing for a seismic shift in their client base as they prepare for the Great Wealth Transfer – the generational handoff of tens of trillions of dollars over the next few decades. A part of this change means interacting with a new client base that has very different expectations for their advisors.
MUNCIE, Ind., Aug. 17, 2021 /PRNewswire/ — Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform.