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 […]
Scalable. Secure. Accessible. Why cloud software is right for your business.
Are you happy with your desktop software? Even if the answer is yes, there are substantial business reasons why you should consider making a change to a cloud-based platform that you access online. Applications installed directly onto your computer are quickly becoming an old way of operating, and continuing to work this way can make […]
What the new CFP tech guide is all about
If you’re a Certified Financial Planner, you have proven that you have what it takes to help clients achieve their financial goals. You’re principled. You’re experienced. You’re intelligent. You’re accountable. But what about the software you use to apply your knowledge and expertise to real-world situations? Does your technology meet professional standards, too? And what […]
Talking about tech bloat with Pat Spencer
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, […]