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.
Modern financial planning software: Guiding advisors to clarity
Every advisor-client relationship is built on precision and trust — and the tools you use should reinforce both. Financial planning software isn’t just about producing
How to engage with the next generation of investors
Building Relationships with Future Investors The next generation of investors presents a major opportunity for financial advisors. With the “great wealth transfer” on the horizon,
What is a calculation engine and why is ours so accurate?
At Moneytree, we’ve built a reputation for offering financial planning tools that advisors can trust, thanks largely to the backbone of our platform: the calculation
Back and better than ever: Moneytree’s legendary return
In the dynamic world of financial planning, few names resonate with the same respect and trust as Moneytree. Since its founding in 1981, Moneytree has
Why Advisors Must Build Trust with Technology
By Patrick Spencer The Key to Growing Your Business? Trust. For financial advisors, success isn’t just about numbers, it’s about relationships. Clients want to
Getting to know Matt Garrett, Moneytree’s Product Manager
Moneytree Product Manager Matt Garrett brings a rare blend of real-world advisory experience, a heart for helping others, and a passion for precision-based planning that’s
Moneytree’s owner, Accutech Systems, earns Tech Company of the Year
PRESS RELEASE Moneytree owner Accutech Systems earns Tech Company of the Year award for Indiana TechPoint recognized Accutech Systems at its Mira Awards gala, Feb.
What You Need to Know About Financial Planning in 2025
With 2025 underway, it’s clear that financial advisors are entering a year filled with both challenges and opportunities. Advisors are facing many unknowns with a
Moneytree Essential is here: Transforming goals-based planning
We’re excited to announce the official launch of Moneytree Essential, a streamlined, goals-based financial planning platform designed to elevate your practice. Essential empowers advisors to