Gathering client data is an important part of the onboarding process, but every firm has different information needs. Some may want to collect comprehensive financial details upfront, while others may prefer to begin with only the essentials.
Moneytree’s expanded data gathering options give firms greater control over this experience. With a simplified form for Moneytree Essential and new customization options, users can tailor the process to collect the information they need while making onboarding more approachable for clients.
Data gathering made simpler
In September 2025, Moneytree introduced a new data gathering tool for Moneytree Elite. Since then, we have continued working toward two important updates: offering a version for Essential users and providing greater form customization.
Feedback from Moneytree users reinforced the need for both capabilities, and these updates are now available. You can access the new options by navigating to the Client Access page within Settings.
A simplified form for Moneytree Essential
Moneytree Essential users can now enable a simplified version of the data gathering form. To turn on this feature, go to the Client Access page within Settings.
The simplified form helps firms collect foundational client information without requiring clients to complete the more comprehensive experience available through Moneytree Elite.
More flexibility for Moneytree Elite users
Moneytree Elite users can choose between simplified and comprehensive data gathering forms.
On the Client Access Settings page, you will now see a “Data Type” drop-down menu at the top. This selection determines the type of scenario Moneytree creates when you accept a client. Selecting “Essential” gives the client a simplified version of the data gathering form.
This flexibility allows firms to choose the experience that best fits each onboarding process and the amount of information they need to collect.
Customize the information clients provide
In addition to choosing a simplified form, you can now select which pages appear in your data gathering experience. Under “Form Sections,” use the checkboxes to choose the information you want clients to provide.
For example, if you are primarily concerned with gathering basic net worth information, you can remove the income, expenses, and insurance pages. If your main goal is to collect linked account data while minimizing manual entry for the client, you can uncheck every section except account aggregation.
These options help firms build a more focused onboarding experience instead of asking every client to complete the same form.
What to know about profile information
The data gathering forms are still designed primarily for onboarding new clients who do not already exist in Moneytree.
Because of this, clients will still be able to enter or update their names and dates of birth, even when the Profile page is disabled. This ensures that Moneytree can collect the identifying information needed to create the client’s record.
Create a more focused onboarding experience
Client onboarding should give firms the information they need without making the process more complicated than necessary. Moneytree’s customizable data gathering options allow Essential and Elite users to create a more intentional experience based on their firm’s workflow and each client’s needs.
To begin customizing your forms, visit the Client Access page within Moneytree Settings.
