As we close out 2025, many advisors are reflecting on how rapidly the industry continues to shift. New technology has brought incredible efficiency and opportunity this year, especially as AI becomes more embedded in financial practices. But with that innovation also comes responsibility. The tools reshaping
Before joining Moneytree, Kelly Kass developed a strong foundation as a writer and researcher, with a master’s degree in history and years of experience learning new topics quickly as a marketer. At Moneytree, her work centers on listening to advisors, capturing their real experiences, and
As Thanksgiving approaches, we’re reflecting on the milestones and partnerships that defined our year. Everything we build is rooted in helping advisors strengthen their client relationships, and 2025 gave us many reasons to be grateful. Highest overall satisfaction in the 2025 Kitces Study Moneytree earned
Moneytree Product Manager Matt Garrett brings a rare blend of real-world advisory experience, a heart for helping others, and a passion for precision-based planning that’s rooted in lifelong love affair with the statistics-obsessed sport of baseball. Matt joined the company in 2019. At Moneytree, he’s
At Moneytree, innovation is driven by passionate individuals who bring their expertise and creativity to financial planning software. One such key player is Alex Long, a Product Specialist with a unique background that spans technical support, product development, and even nuclear engineering. Over his seven
FOR IMMEDIATE RELEASE fpPathfinder and Moneytree Software are excited to announce their Knowledge Integration partnership, bringing together their powerful tools to enhance the financial planning experience. As part of this strategic collaboration, Moneytree Software’s robust financial planning tools will be seamlessly integrated with fpPathfinder’s comprehensive
FOR IMMEDIATE RELEASE Moneytree Software has launched a new, game-changing financial planning platform that empowers advisors to capitalize on changing investor expectations and grow their business. Recent research has shown that today’s clients care as much about their relationship with their advisors as they do
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
The Moneytree integration with Albridge has returned under a new name, Pershing X. On March 14, Moneytree released an updated integration that will allow advisors to pull in their client investment data from Pershing X.
