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 Spencer, Moneytree Software Managing Director.
“Everything our advisors love about their current toolset is still there, but we’re giving them so much more,” Spencer said. “With Essential, we not only upgraded the interface, but also made workflows faster, improved client engagement tools, and integrating with top platforms like Schwab, Redtail, and Albridge.”
Simplifying and empowering
goals-based planning
Essential focuses on goals-based planning, enabling advisors to align every part of the financial planning process with their clients’ personal objectives.
Whether it’s planning for retirement, reducing debt, or achieving long-term investment goals, Essential helps advisors craft clear, actionable plans with confidence.
One of Essential’s standout features is its ability to streamline data entry while maintaining comprehensive results. Moneytree Product Manager Matt Garrett described how Essential eliminates manual tasks by connecting directly with other platforms.
“Our advisors have been asking for integrations like these,” Garrett said. “They’ll no longer have to manually input data from the rest of their tech stack.”
Essential gives advisors a tool to focus on their clients’ specific goals without sacrificing the depth or accuracy they need to feel confident in their recommendations.
“Goals-based planning is about simplifying and clarifying complex topics,” Garrett explained.
Listening to advisors every step
of the way
The development of Moneytree Essential was guided by extensive advisor feedback.
One of the driving principles was ensuring that Essential didn’t just add new features—it also retained the tools advisors appreciate and rely on every day, Spencer said.
“Essential builds on what advisors already trust, but adds major upgrades to simplify planning and save time.”
With its sleek, intuitive interface, real-time analysis tools, and goals-driven design, Essential helps advisors create more actionable, client-centered plans.
“It’s all about giving advisors the flexibility to present their plans however they want,” Garrett added. “Whether that’s pulling up a live scenario on-screen or generating a clean, professional report, Essential has them covered.”
Stay tuned—on January 21, Moneytree Essential will officially launch, and you’ll have the opportunity to explore how it can transform your practice with a FREE 14-day trial.
Join us to learn more at our
Feb. 6 webinar
Don’t miss our webinar on February 6 at 3 p.m. EST, where Managing Director Patrick Spencer and Product Manager Matt Garrett will walk you through Essential’s features, demo the platform, and answer your questions.
