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
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
With 2025 underway, it’s clear that financial advisors are entering a year filled with both challenges and opportunities. Advisors are facing many unknowns with a new administration in place, changing economic factors, and evolving client priorities. In this article, we’ll highlight the key trends and
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
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
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
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.
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
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
