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
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
