Advisors are frustrated with their tech stack. A recent Michael Kitces survey noted that, overall, advisors report a satisfaction rate for their entire tech stack at 7.3 on a 10-point scale. Not bad, perhaps. But what’s especially revealing is that they rate each individual component of their tech stack higher—at an average of 7.6. So, […]
Your clients have complex financial lives, and that includes their taxable, tax-free, and tax deferred income strategies. Distribution strategies are highly personal. For example, your clients may hold a charity near and dear to their heart. Maybe their medical expenses are accumulating, or maybe they just don’t know the best way to handle their tax […]
Buying new software is a big investment, but with so many options, it can get overwhelming quickly. In fact, according to Capterra’s 2022 SMB Tech Trends Survey, 61% of small and medium businesses in the US have experienced buyer’s remorse over a technology purchase they made in the past year. It’s tough to know what […]
Not long ago, someone asked me why Moneytree decided to launch Merit. There are multiple levels to my answer. On a philosophical level, our company purpose statement is that we are here to “Make great things happen for other people.” That includes helping you build your clients’ investment portfolios with the best personalized chance of […]
Values matter at Moneytree. We don’t just jump into business with anyone. We look for partners who believe in a greater good and are passionate about lifting up others. That’s why we are proud to have sponsored the Garrett Planning Network’s Advisor Retreat, Oct. 17-18, in Louisville, Kentucky. Founded in 2000, the Garrett Planning Network […]
If you use Schwab Advisor Center® to manage your client portfolios and Moneytree Plan to build your plans, you can connect the two platforms now and import information. That’s because Moneytree is now a participant in Schwab Advisor Services’™ third-party integration program — our biggest integration to date. This participation began in 2022, and Moneytree […]
Moneytree is a “Rising Star” among financial planning software providers and holds the highest value among the top four market leaders. That’s the takeaway from the 2023 AdvisorTech Study by the Kitces Report, released this August. The study, based on advisor feedback, awards Moneytree a value rating of 9.2 out of 10, which is higher […]
Advisor Group is rebranding to Oasic; what this means for Moneytree users.
Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.
While most our competitors top out at 1,000 simulation trials in their Monte Carlo, Moneytree runs 10,000. That means that clients can have even more confidence in their retirement, knowing that the plan you created for them has been stress-tested against 10,000 scenarios.