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 return, this leaves a great opportunity to start planning for 2025 and beyond. The IRS has recently published the changes for 2025 (https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025). Since no major tax laws were published […]
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 reasons people choose Moneytree. 1. Ease of use Moneytree has a newly designed user interface formulated using hours of research from advisors. Because we know that you don’t want to […]
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 former athletic trainer — is service and teamwork. Kyle is an unsung hero for our clients and for our company, and the unsung part doesn’t bother him. He simply wants […]
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 are pivoting when it comes to products and strategies, they are challenging their own status quos and shaking up what had been a relatively static landscape. If you’ve been following […]
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 people Accutech Systems’ purpose statement is “Make great things happen for other people,” and when we acquired Moneytree in 2019, we knew we wanted to do just that. We believe […]
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 of people left their advisor in 2023 according to a YCharts survey.1 There’s a lot of heartache right now. But this also creates opportunities for planners and advisors who know […]
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 is still all about precision. But with Moneytree’s new platform, you interact with that powerful core system in a way that is more satisfying, more time-effective, and more impressive for […]
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 your clients’ futures. It will provide the expected projected capital based on fixed-rate assumptions, along with a Monte Carlo simulation based on annually randomized rates of return. The What-If is […]
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 doing, and the new Moneytree provides tools to help you showcase that. Here are three ways you can build credibility using the new Moneytree. 1. You can easily answer “Where […]