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.
Where is your financial data physically stored?
The overlooked question that could cost you When advisors are weighing their options for financial planning software, it’s easy to get caught up in features
Modern planning for real life: Rick Kelley on using tools that truly work
Rick Kelley, CFP®, CSA®-Certified Senior Advisor, CMFC, has been helping clients plan for retirement and beyond since the 1990s. As President of RD Kelley Financial
Client-ready financial plans: Software that speaks their language
When people think of financial advisors, they often picture spreadsheets, charts, and retirement calculators. And while those tools are part of the job, the true
Moneytree named a finalist in the 2025 Wealthies Awards
We’re excited to share that Moneytree has been named a finalist in the 2025 Wealth Management Industry Awards — better known as the Wealthies. Our
Getting to Know David Lewis: Regional Sales Manager at Moneytree
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
The power of transparency: Planning software that keeps advisors ahead
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
Efficiency in action: How advisors can save time with integrated planning tools
Every advisor knows the feeling — too many tools, too many tabs, and too little time. Between onboarding clients, building financial plans, analyzing portfolios, and
What financial advisors should expect from compliance-ready planning software
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
How to use portfolio analytics software to win client trust
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.