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,
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
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,
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
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
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
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
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
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
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
