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.
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
How we built this
You are always looking out for your clients’ success. And we, at Moneytree, are looking out for your success. Make great things happen for other
3 ways to increase client engagement
Financial advising clients are breaking up with providers and trying out new ones with the speed of a dating game show. In fact, 54 percent
Getting to know Tony Pantello
Moneytree has always been a powerful and accurate platform that users have relied on to provide financial planning services to their clients. Foundationally, the platform
5 tech tips for the What-If tool
All Moneytree online planning applications include a powerful “What-If” tool that allows you to make on-the-fly adjustments to see how various plan changes could impact
3 ways to build credibility with the new Moneytree
Ethos. Gravitas. Whatever word you want to use, the point is, clients trust you when they believe you are credible. You know what you are
Scalable. Secure. Accessible. Why cloud software is right for your business.
Are you happy with your desktop software? Even if the answer is yes, there are substantial business reasons why you should consider making a change
What the new CFP tech guide is all about
If you’re a Certified Financial Planner, you have proven that you have what it takes to help clients achieve their financial goals. You’re principled. You’re
Talking about tech bloat with Pat Spencer
Advisors are frustrated with their tech stack. A recent Michael Kitces survey noted that, overall, advisors report a satisfaction rate for their entire tech stack