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, we knew we wanted to do just that. We believe innovation improves your client’s lives and it became clear we need to build the best financial planning solution on the market. But first, we had to do serious research. What do advisors actually want? We spent countless hours on surveys, phone calls, emails, and pouring over market research. We listened to what our clients like about our solutions, and equally importantly, what they found cumbersome.
Once we started building, we checked in regularly, showing advisors our prototypes, meeting with our Moneytree Advisory Group to gather their reactions, and keeping advisor feedback our true north, all to create the advising solution that will make your life better.
What we heard
You want a solution that is efficient.
You’re tired of spending too much time alone in your office making plans. You want to engage with your clients to learn their hopes and dreams so that you can help them realize them.
You want a solution that is transparent.
Someone came up to us at a conference and frustratedly reported that when she asked another financial planning solution’s team where they got their numbers, they told her, “Just trust the tool.” We could feel her outrage, and we can sympathize. It is uncomfortable for you to look at clients when they ask how you got your figures and tell them that you don’t know. We don’t want you to be in that position, so our data is transparent. You deserve to know where the numbers in your plan have come from. And Moneytree provides that.
You want a solution with advanced architecture.
Ok, so we did not hear the phrase “advanced architecture.” Instead, we heard things like:
- You need it to work quickly.
- You need it to integrate with your other products.
- You need it to enhance your digital experience.
In response we upgraded the very architecture of our solution to a more modern experience. We built this solution to address your challenges today, and — more importantly — to address the challenges you will face tomorrow.
You want an aesthetically pleasing experience.
We reworked the interface for a clean, articulate user experience. We took special care to design a solution that maximizes your screen real estate and is designed with an efficient workflow. Create comprehensive plans faster with this new solution.
For you by you
These are just some of the many factors we considered when we created the new Moneytree. Because looking out for your success means providing you a solution you enjoy using, a solution that fits your style, because you are the hero of your story, and we are here to support you.
And we are not done yet. We are continually improving.
Ready to get started? Check out our solutions page to see what solution is right for you.
