Modern financial planning software: Guiding advisors to clarity
Every advisor-client relationship is built on precision and trust — and the tools you use should reinforce both. Financial planning software isn’t just about producing numbers; it’s about creating lasting confidence. At Moneytree, we believe modern financial planning software should empower advisors to lead with clarity, not confusion. That’s why the latest evolution of our […]
How to engage with the next generation of investors
Building Relationships with Future Investors The next generation of investors presents a major opportunity for financial advisors. With the “great wealth transfer” on the horizon, younger clients will inherit significant assets over the coming decades. However, many advisors struggle to connect with these clients, who often have different financial priorities and face challenges like student […]
What is a calculation engine and why is ours so accurate?
At Moneytree, we’ve built a reputation for offering financial planning tools that advisors can trust, thanks largely to the backbone of our platform: the calculation engine. But what exactly is a calculation engine, and why does ours stand out in such a competitive industry? What is a calculation engine? In its simplest form, a calculation […]
Back and better than ever: Moneytree’s legendary return
In the dynamic world of financial planning, few names resonate with the same respect and trust as Moneytree. Since its founding in 1981, Moneytree has been a beacon of precision and reliability for financial advisors. Today, the company stands at the cusp of a significant transformation, marking a new chapter in its illustrious history. Acquired […]
Why Advisors Must Build Trust with Technology
By Patrick Spencer The Key to Growing Your Business? Trust. For financial advisors, success isn’t just about numbers, it’s about relationships. Clients want to feel secure, informed, and confident in their financial plans, and that requires trust. But in a digital world filled with endless information (and misinformation), trust is harder to establish and […]
Moneytree’s owner, Accutech Systems, earns Tech Company of the Year
PRESS RELEASE Moneytree owner Accutech Systems earns Tech Company of the Year award for Indiana TechPoint recognized Accutech Systems at its Mira Awards gala, Feb. 27. MUNCIE, Ind., Feb. 28, 2025 — Accutech Systems Corp., owner of Moneytree Software, earned Tech Company of the Year honors at TechPoint’s 2025 Mira gala on Feb. 27. The award recognizes […]
What You Need to Know About Financial Planning in 2025
With 2025 underway, it’s clear that financial advisors are entering a year filled with both challenges and opportunities. Advisors are facing many unknowns with a new administration in place, changing economic factors, and evolving client priorities. In this article, we’ll highlight the key trends and challenges that could shape the year, along with what advisors […]
Moneytree Essential is here: Transforming goals-based planning
We’re excited to announce the official launch of Moneytree Essential, a streamlined, goals-based financial planning platform designed to elevate your practice. Essential empowers advisors to deliver personalized, high-impact advice by focusing on their clients’ goals while simplifying the planning process, Moneytree Managing Director Patrick Spencer said. “Essential blends streamlined workflows with comprehensive insights,” Spencer said. […]
Coming soon: A smarter way to plan with Moneytree Essential
On January 21, Moneytree will launch its newest financial planning solution, Moneytree Essential. Designed to simplify workflows and enhance client engagements, Essential is a streamlined, goals-based solution that combines everything advisors love about Moneytree with powerful new tools for efficiency and impact, according to Patrick Spencer, Moneytree Software Managing Director. “Everything our advisors love about […]
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 […]