Resources

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. 

API stands for Application Programming Interface.  With APIs, any two pieces of software can share data and work together, and they can do it all in one location in a manner that is seamless, safe, and secure. 
Without APIs, a software program is cut off from other software programs, working in a silo. The only way to get information from one system to another is through manual entry or using inefficient, unreliable, old-school file transfer protocols (FTPs).  

You may have noticed that Moneytree has begun using a new tagline in our marketing materials – Fulfilling Legacies. The change reflects our deep respect and admiration for financial planners and advisers and the very personal work you do. We are incredibly grateful for the opportunity to work alongside you, and it is our promise to give you the tools you need to help your clients fulfill their legacies.

Moneytree recently interviewed client, Steven Clark, CFP, EA, to learn how the software elevates his tax preparation services and helps differentiate him from other tax professionals in the area.

Special Needs Map is a tool that helps financial professionals and attorneys to work primarily with parents to forecast the financial requirements of their children with special needs. This valuable resource is now available to users of Moneytree software.

What are the main benefits of a subscription-based financial planning pricing structure? Why would advisors consider it?

State tax updates for 2021 are now live in Moneytree Plan.

Advisors are preparing for a seismic shift in their client base as they prepare for the Great Wealth Transfer - the generational handoff of tens of trillions of dollars over the next few decades. A part of this change means interacting with a new client base that has very different expectations for their advisors.

MUNCIE, Ind., Aug. 17, 2021 /PRNewswire/ -- Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform.

Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?