Moneytree Insights
Get company news, read fresh perspectives on planning, and become a Moneytree master.
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.
Coming soon: A smarter way to plan with Moneytree Essential
On January 21, Moneytree will launch its newest financial planning solution, Moneytree Essential. Designed to simplify workflows and enhance client engagements, Essential is a streamlined,
Getting to know Alex Long, Moneytree Product Specialist and innovator
At Moneytree, innovation is driven by passionate individuals who bring their expertise and creativity to financial planning software. One such key player is Alex Long,
2025 tax information coming soon
With 2024 coming to a close, tax filing season is right around the corner. While your clients are gathering the information to file their 2024
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.
5 reasons people choose Moneytree
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
Getting to know Kyle Bean
If you work in a behind-the-scenes position, you can appreciate Kyle Bean, Moneytree’s Client Support Manager. The reason is that what motivates Kyle — a
Tech Trends: Big changes in the planning platform market
Financial planning technology typically isn’t the most exciting market, but so much has changed since this summer that intrigue is in the air. Various companies
fpPathfinder partners with Moneytree Software to create knowledge integration
FOR IMMEDIATE RELEASE fpPathfinder and Moneytree Software are excited to announce their Knowledge Integration partnership, bringing together their powerful tools to enhance the financial planning
Moneytree launches innovative planning platform to revolutionize client-advisor relationships
FOR IMMEDIATE RELEASE Moneytree Software has launched a new, game-changing financial planning platform that empowers advisors to capitalize on changing investor expectations and grow their