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Preserving Quality of Life for People with Special Needs
Special Needs Map is a tool that helps financial professionals and attorneys to work primarily with parents to forecast the financial requirements of their children with special needs. This valuable resource is now available to users of Moneytree software.
Your client is keen on socially responsible investing. Here’s how you can help.
The past year has ushered in a resurgence of societal awareness. Public calls for greater racial, gender and economic equality have gained momentum in the
Could Subscription-Based Financial Planning be the Best Solution for Advisors Moving Forward?
What are the main benefits of a subscription-based financial planning pricing structure? Why would advisors consider it?
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
MUNCIE, Ind., March 10, 2022 /PRNewswire/ — Moneytree Software celebrates 40th anniversary on top of continued growth of platform with new functionality.
State Income Taxes Updated for 2021
State tax updates for 2021 are now live in Moneytree Plan.
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.