Moneytree Insights
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New guidebook: Secure, A modern guide to data sovereignty
Learn why data ownership, transparency, and advisor-first technology are becoming increasingly important for today’s financial planners.
Enhancing Client Engagement with Interactive What-if Scenarios
Financial planning is all about helping clients understand how their choices today shape their financial futures. “What-if” scenarios have become a powerful way for advisors
How cash-flow projections help clients understand the future impact of today
When it comes to financial planning, cash-flow projections are one of the most effective ways for advisors to help clients see how today’s spending decisions
Advancing Client Conversations with Modern Planning Tools: Orrstown Bank’s Experience with Moneytree
At Orrstown Bank, financial planning is a team effort. Colin Fry, a financial investment advisor, plays a central role in running reports for other members
How advisors use tech to personalize goals-based planning
Financial planning has always been about more than numbers. Clients aren’t just looking for investment returns, they want a clear path toward meaningful life goals.
See the bigger picture with visual reporting
When clients sit down with a financial advisor, they’re looking beyond the numbers on a page. They’re in search of clarity about their future. And
When the math isn’t enough: Why clients still need their advisors
This article was originally published on Advisor Perspectives under the Financial Planning category. When a client loses a spouse, retires unexpectedly, or receives life-changing
The silent client effect: Turning unspoken concerns into confident plans
This article was first published in the 2025 Midyear Outlook from WealthManagement.com. In today’s volatile economic and political climate, financial advisors face a growing paradox:
Moneytree Launches Automated Onboarding Tool
New feature in Moneytree simplifies the planning process from day one Designed to help advisors save time, reduce friction, and deliver a better client experience
Advocating for clarity: Why Jason Hessler trusts Moneytree for client-first estate planning
Jason Hessler isn’t just an estate planning attorney — he’s a champion of clarity. At Hessler Legal Group, Jason and his team serve a wide