As Thanksgiving approaches, we’re reflecting on the milestones and partnerships that defined our year. Everything we build is rooted in helping advisors strengthen their client relationships, and 2025 gave us many reasons to be grateful.
Highest overall satisfaction in the 2025 Kitces Study
Moneytree earned the highest Overall Satisfaction score in this year’s Kitces AdvisorTech Report, along with top rankings in Monte Carlo, Technical Accuracy, Tax Accuracy, Comprehensiveness and Customer Support. These results affirm our continued focus on clarity, reliability and advisor experience.
Recognition from industry expert, Bob Veres
In his review of Moneytree Elite, industry leader Bob Veres highlighted how the platform modernized without losing its trademark transparency, accuracy and detailed household balance-sheet approach. He also praised Moneytree’s year-by-year tax calculations — a feature that remain core to our value.
Insight from advisors who shared their stories
This year’s case studies showcased the creativity and care advisors bring to their planning work. Their experiences — from simplifying conversations to modeling complex scenarios — have helped shape our roadmap. We’re grateful for every firm that shared its perspective.
Launch of the Automated Onboarding Tool
We introduced the Automated Onboarding Tool to streamline client intake and reduce manual data gathering. Advisor feedback played a key role in shaping this feature, and we’re thankful for the firms that partnered with us throughout development.
Wealthies finalist recognition
Being named a WealthManagement.com Industry Awards finalist was another highlight — a reflection of the dedication our team brings to serving advisors each day.
Looking ahead with gratitude
Our progress this year comes back to one thing: the trust advisors place in Moneytree. Thank you for your partnership, your feedback and your commitment to helping clients plan with confidence. We wish you a warm and restful Thanksgiving season.
