Moneytree Essential is here: Transforming goals-based planning

A man excited in front of his computer

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 […]

Why You Need to Know Your Clients as People, Not Numbers

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

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

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 […]