Moneytree Plan®
Plan for Anything
Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Engage your clients, build holistic plans, and choose the most suitable approach for their financial situations.
Holistic Reporting
Reports designed for the complex, yet easy for your clients to understand your recommendations.
In-depth Planning
Flexible Data
Goal & Cash Flow Planning
Accurate Results
Financial Wellness Report
Moneytree Plan’s customizable financial wellness report allows financial advisors to create one-page summaries with data chosen and prioritized based on each client’s identified need.
Get to Know Your Clients Better
Save time capturing your clients’ data with Account Aggregation. Ask your clients to connect their accounts in your Moneytree client portal and get instant data for your financial plan. Account Aggregation is the safe, secure way for your clients to keep their information up to date whenever you need to build and update their financial plans.
How Moneytree Plan Can Help You
Grow Your Business
Be the Trusted Advisor
Moneytree Plan Features allow you to...
Grow
Every client has a story and needs a financial plan. From owning a business, educating children, seeing the world, or leaving a legacy, your growing practice will encounter many stories, and you need to trust you have everything covered.
Onboard clients easily
- Automated Data Entry (Account Aggregation)
- Client Access Portal
- Client Questionnaire
- Configurable Client Account Aggregation
Collaborate with your clients
- Client Access Portal
- Connect Client Accounts
- Secure Document Vault
- What-If? Scenario Tool
Present comprehensive reports
- Audit Trail
- White-label branding
- Retirement, Assets, Property, Liabilities, Insurance, Estate, Survivor, Loans, and Rental Real Estate
Schedule a Demo of Moneytree Plan
A Moneytree specialist is ready to give you a live tour of our financial planning solutions and answer any questions.
Aspire
To aspire is to dream. Our goal-based planning solutions enable you to partner with your clients, build plans, assess insurance needs, and see their dreams come true.
Build comprehensive retirement plans and analyses
- Client Account Categorization
- Retirement Needs Analysis
- Retirement Capital Analysis
- Shortage Solutions
- Social Security Strategies
- Medicare Part B Calculations
- Retirement Capital Estimate
- Monte Carlo with 10,000 Trials & Fat Tail Option
- Withdrawal Rates
Analyze insurance needs for the best coverage
- Life Insurance Graph
- Survivor Needs Analysis
- Survivor Capital Estimate
- Survivor Cash Flow
- Disability Insurance
Develop comprehensive investment strategies
- Asset Worksheet
- Current & Suggested Asset Allocation
- Asset Risk & Reward
- Liquidity Analysis
- Stock Options
- Rental Real Estate
- Asset Projection by Taxation Type
- Total Assets
What Advisors are Saying
Financial advisors love Moneytree Plan’s robust and flexible tools.
“One of the things I love about Moneytree is the Audit Trail. I run the numbers, and I kind of have an expectation of what the results will be. Then I can dig into the details and find anything and everything. The program is never wrong!”
Laurie Nardone, Managing Principal, Shira Ridge Wealth Management
“Moneytree helps me take a client’s assets and current situation and go back to them with a picture of ‘this is the course you’re on.’ I can understand the realistic outlook for my client’s future. I’m able to enlighten my clients with data and give them a clear picture of where they’re going.”
Scott McLaine, Senior BrightAdvisor, BrightAdvisor, LLC
Prosper
Prosperity means securing your clients’ legacies for generations. Our cash flow-based planning tool prepares your clients for complex situations. You want to see your clients succeed and thrive. Preserve and distribute wealth to see your clients live out their dreams.
Estimate tax impact for different strategies
- Tax planning for high-net-worth clients
- Asset growth based on tax qualification (D5)
Project annual net worth
- Current Year
- Annual Net Worth Projection
Establish cash flow needed for retirement
- Current Year
- Future Year
- Annual Cash Flow
- Cash Flow Needed vs. Available
- Sources of Funds
- Annual Expense Illustration
Determine capital needs for retirement
- Retirement Capital Estimate
- Monte Carlo with 10,000 Trials & Fat Tail Option
- Withdrawal Rates
Make better decisions to reduce lifetime taxes
- Current Year Income Tax Analysis
- Income Taxes Paid
- Tax vs Income, Tax vs Expense
- Tax Summary
- Taxable Income Analysis
- Dividend, Capital Gain Sources, Capital Gains Worksheet
- Federal Income Tax Worksheet
- State Tax Worksheet
- Supporting Tax Detail: Adjustments to Income, Itemized Deduction and Exemption, Itemized Deduction Phaseout, Alternative Minimum Tax, Early Distribution Taxes
- Additional Tax/Credit Worksheet, FICA Worksheet, Taxable Social Security, Taxable Earned Income, FICA Worksheet, Taxable Social Security
Minimize estate taxes and costs
- Current and Future Estate Details
- Estate Planning Options
- Educational illustrations
- Estate Charts
Start Planning Now.
Start a 14-day Free Trial Account. $1,495 per year after.
Begin planning today using financial planning software for top advisors and growing firms.
