Moneytree Advise: Sample Report

Moneytree is a “Rising Star” among financial planning software providers and holds the highest value among the top four market leaders. That’s the takeaway from

Advisor Group is rebranding to Oasic; what this means for Moneytree users.

Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.

While most our competitors top out at 1,000 simulation trials in their Monte Carlo, Moneytree runs 10,000. That means that clients can have even more confidence in their retirement, knowing that the plan you created for them has been stress-tested against 10,000 scenarios.