Moneytree Merit – Why are we doing this?

Not long ago, someone asked me why Moneytree decided to launch Merit. There are multiple levels to my answer.

On a philosophical level, our company purpose statement is that we are here to “Make great things happen for other people.” That includes helping you build your clients’ investment portfolios with the best personalized chance of success.

On a practical level, we saw the need for a streamlined, user-friendly investment research and analytics tool. We decided to use our extensive planning experience to help advisors do more for their clients by providing a tool that provides the checks and balance you need to be confident with your recommendations. We designed Merit with a focus on clear navigation and logical workflow to improve your experience as you meet with your clients and prospects.

Finally, on a relational level, we want to be your partner. We want to see you succeed, and we want to provide the resources you deserve so that you can feel confident that your data, your plans, and your business are in good hands. We want to provide this extension of Moneytree so that you can take your business further.

In summary, why did we release Moneytree Merit? Because you need it.

Disclaimer: Merit is not a substitute for professional financial advice. Investors should always consult with a qualified financial advisor before making any investment decisions. Merit is not guaranteed to produce any specific results. The performance of the tool will depend on a number of factors, including the investment strategies used and the market conditions. Merit results are not a recommendation to buy or sell any particular security. Financial planners should always do their own research before making any investment decisions. Merit is subject to change. The features and functionality of the tool may change over time. Merit is not affiliated with the SEC (or FINRA). The SEC does not endorse or guarantee the accuracy or completeness of the information provided by the tool.


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