Category: Announcement

Moneytree has been recognized as the top-rated financial planning software in the 2025 Kitces AdvisorTech Study, earning the #1 ranking in overall satisfaction (9.0) — the highest score of any planning platform evaluated.  According to The Kitces Report, Moneytree led all planning tools in technical

New feature in Moneytree simplifies the planning process from day one Designed to help advisors save time, reduce friction, and deliver a better client experience from the start, the new Automated Onboarding Tool is now available in Moneytree Elite. With this new tool, advisors can

We’re excited to share that Moneytree has been named a finalist in the 2025 Wealth Management Industry Awards — better known as the Wealthies. Our nomination falls under the Technology Providers > Financial Planning category and recognizes the Modernized Platform Enhancements we introduced when we