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
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
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
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,
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
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
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.
API stands for Application Programming Interface. With APIs, any two pieces of software can share data and work together, and they can do it all in one location in a manner that is seamless, safe, and secure.
Without APIs, a software program is cut off from other software programs, working in a silo. The only way to get information from one system to another is through manual entry or using inefficient, unreliable, old-school file transfer protocols (FTPs).
