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.
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
Flexible withdrawal order in Moneytree
Your clients have complex financial lives, and that includes their taxable, tax-free, and tax deferred income strategies. Distribution strategies are highly personal. For example, your
Maximizing contributions in 2024
It looks like 2024 is shaping up to be a rather run of the mill tax year. Inflation is finally cooling, but the annually adjusted
4 important questions to ask when buying software for your business
Buying new software is a big investment, but with so many options, it can get overwhelming quickly. In fact, according to Capterra’s 2022 SMB Tech
Moneytree Merit – Why are we doing this?
Not long ago, someone asked me why Moneytree decided to launch Merit. There are multiple levels to my answer. On a philosophical level, our company
Garrett Planning Network and Moneytree — a partnership based on shared values
Values matter at Moneytree. We don’t just jump into business with anyone. We look for partners who believe in a greater good and are passionate
The Charles Schwab integration is up and running
If you use Schwab Advisor Center® to manage your client portfolios and Moneytree Plan to build your plans, you can connect the two platforms now
Moneytree earns top value rating in latest Kitces Report
Moneytree is a “Rising Star” among financial planning software providers and holds the highest value among the top four market leaders. That’s the takeaway from
Advisor Group is rebranding to Osaic
Advisor Group is rebranding to Oasic; what this means for Moneytree users.