Buying software can be overwhelming. With so many choices, it’s hard to know which is the right fit. To help you decide, here are 5 reasons people choose Moneytree.
1. Ease of use
Moneytree has a newly designed user interface formulated using hours of research from advisors. Because we know that you don’t want to spend your precious time learning the software — you want to spend time with your clients.
Our data input provides a streamlined workflow which is flexible enough that you can move from one field to another as you wish, making you more efficient than ever.
2. Robust client scenarios
Engaging with clients is about more than just telling them what to do — it’s about modeling different outcomes based on their choices. With Moneytree, you can create multiple scenarios per client, and then compare them all in one screen. Showing your clients different possibilities side-by-side is a great way to build rapport and encourage better decision-making while you create a plan together.
3. Advanced tax strategies
Just preparing your clients for taxes isn’t enough, especially if they have complex financial lives. Today’s clients, especially those with high net worth, expect you to use advanced tax strategies to maximize their financial outcomes. Moneytree Elite calculates your taxes every year through life expectancy, capturing items like AMT and Capital Gains all along the way.
4. Most specialized planning functions are built right into Moneytree
When it comes to comprehensive financial planning, you don’t want to buy lots of subscriptions to different software, only to use a few features in each. In one purchase, Moneytree contains a wide variety of specialized planning functions including (but not limited to):
- Tax planning
- Retirement income distribution
- Estate planning
- Retirement planning
- Social Security optimization
- Education planning
- Options planning
5. Data Transparency
When you have confidence in your calculations, your clients have confidence in you. Moneytree’s reports include an audit trail that you can use to work backward through the calculations and see how the solution arrived at its answers.
See for yourself
With Moneytree’s 14-day free trial, you can test our mettle yourself. Input client data and see for yourself why people call Moneytree the most accurate, transparent, and comprehensive solution on the market.
