You may have noticed that Moneytree has begun using a new tagline in our marketing materials – Fulfilling Legacies. The change reflects our deep respect and admiration for financial planners and advisers and the very personal work you do. We are incredibly grateful for the opportunity to work alongside you, and it is our promise to give you the tools you need to help your clients fulfill their legacies.

Moneytree recently interviewed client, Steven Clark, CFP, EA, to learn how the software elevates his tax preparation services and helps differentiate him from other tax professionals in the area.

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.

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

What are the main benefits of a subscription-based financial planning pricing structure? Why would advisors consider it?