The Power of Transparency: Planning Software that Keeps Advisors Ahead
Transparency has become a deciding factor in choosing a financial advisor. Clients expect open and honest communication about their financial plans and they want to see what’s behind the numbers. Advisors who embrace transparency will build deeper trust and a business that grows through referrals. Technology has made financial planning more accessible, but it’s also […]
Efficiency in Action: How Advisors Can Save Time with Integrated Planning Tools
Every advisor knows the feeling — too many tools, too many tabs, and too little time. Between onboarding clients, building financial plans, analyzing portfolios, and preparing for meetings, it’s easy to get buried in administrative tasks. That’s where integrated planning tools can make a meaningful difference. Streamlining your financial planning workflows doesn’t just help you […]
What financial advisors should expect from compliance-ready planning software
Effective financial planning isn’t just about reaching long-term goals — it’s about doing so within the bounds of evolving regulatory standards. For advisors, that means using tools that support compliance every step of the way, from plan creation to client communication. This blog explores how Moneytree’s financial planning software helps advisors and their clients stay […]
How to use portfolio analytics software to win client trust
Financial advisors don’t just manage money — they guide people through some of life’s biggest decisions, from retirement and education planning to navigating volatile markets. One of the most powerful tools advisors now have to strengthen those relationships is portfolio analytics software. By leveraging data-backed insights, financial advisors can foster transparency, demonstrate competence, and ultimately, […]
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 […]