Moneytree Insights
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![State Income Taxes Updates for 2021](https://moneytree.com/wp-content/uploads/2021/09/updated-tax-2021-featured-image-1-1.jpg)
State Income Taxes Updated for 2021
State tax updates for 2021 are now live in Moneytree Plan.
![Know your clients as people, not numbers](https://moneytree.com/wp-content/uploads/2021/09/know-your-clients-as-people-not-numbers-featured-image-1.jpg)
Why You Need to Know Your Clients as People, Not Numbers
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.
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Moneytree Software Brings Account Aggregation to its Flagship Platform
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.
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8 Ways to Prepare for the Great Wealth Transfer
Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?
![Introducing Account Aggregation for Moneytree](https://moneytree.com/wp-content/uploads/2021/06/account-aggregation-featured-image-1.jpg)
Introducing Account Aggregation for Advisors
Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.
![How to Build Your Digital Presence and Professional Network in 3 Easy Steps](https://moneytree.com/wp-content/uploads/2021/03/how_to_build_digital_presence_featured_image_jpg_NAAA6Sff-1.jpg)
How to Build Your Digital Presence and Professional Network in 3 Easy Steps
Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.