Nurture trust with the new Moneytree

Join our mailing list to be first in line for our game-changing financial planning solution, coming summer 2024

You’re always looking out for your client’s success. But are you looking out for your own?

Sign up for release updates so you can be among the first to learn how the new Moneytree will help you reach your business goals.

Achieve scalability, maximize profits

As the recognized leader in technical accuracy and calculation, Moneytree empowers you to craft complex plans effectively and efficiently, so that doing more for each existing client doesn’t come at a cost to acquiring new ones.

Win clients with trust, transparency

Whether you use cash-flow or goals-based planning, Moneytree provides the most powerful calculation engine on the market, and full mathematical transparency to provide confidence in calculations.

Build dreams in addition to building wealth

No matter what your clients’ dreams are, they need to know you have the tools to help realize them. And because there are so many factors to consider, Moneytree can help you with:

  • Tax planning
  • Social security
  • Real estate
  • Estate planning
  • Retirement distribution
  • Stock options
  • Education planning
  • Life insurance
  • Roth conversion
  • Small business planning

Create understanding, boost retention

Clear visuals help clients understand and collaborate with you. Present a complex plan in a simple, straight-forward way using advanced reports that you personalize to your client.

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