Built for modern financial advisors. Backed by real data.
Empower your clients, earn their trust, and grow your practice using our intuitive financial planning platform.
Trusted by thousands of advisors nationwide
The planning software advisors trust to help them grow.
Made for advisors who value clarity, confidence, and connection — Moneytree brings modern financial planning software into every conversation and helps you develop stronger relationships along the way.
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Personalized Planning Tools
Align every recommendation with your client’s goals -
Transparent Dashboards
Visualize performance, risk, and progress clearly -
Real-Time Data Insights
Support decisions with confidence -
Client-Friendly Reports
Clear visuals that make complex strategies easy to explain -
Cloud-Based Access
Plan from anywhere, anytime -
Secure + Compliant
Built to meet today’s regulatory standards -
Automated Onboarding
Let clients securely provide key info upfront
Your clients trust you, and you can trust Moneytree.
Moneytree supports a range of planning needs, helping you lead with confidence in every client conversation.
Choose the solution that fits your growth strategy
See how Moneytree helps advisors turn trust into long-term success — and grow practices built on clarity, connection, and confidence.
Comparison Snapshot:
- Essential — Core goals-based planning tools, client-ready visuals, seamless onboarding
- Elite — All Essential features + cash-flow planning, advanced analytics, scenario modeling, and deeper customization
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Cash-flow based planning |
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Goals-based planning |
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Guided data entry |
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One page summary |
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Future changes |
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Discover what modern planning
can do for your practice
See how Moneytree helps advisors turn trust into long-term success —
and grow practices built on clarity, connection, and confidence.
Ready to bring clarity to your estate planning process?
In our exclusive estate planning guide, Moneytree has partnered with Hessler Legal Group to bring you a high-impact resource tailored for today’s advisors. Learn how to navigate complex wealth transfer strategies, protect client assets, and simplify conversations about trusts, taxes, and long-term planning.
Show clients the why behind every portfolio
Moneytree Merit brings investment research and analytics into your planning conversations — helping you go beyond projections to show clients how their portfolios align with their long-term goals. Whether you’re comparing risk profiles, evaluating asset allocations, or answering “what if?” questions, Merit helps you keep the conversation focused, visual, and client-ready.
Merit Highlights:
- Build and compare portfolios to assess the best risk/return profile
- Review and analyze by risk exposure, holdings, and geographic mix
- Run multi-scenario comparisons using historical and hypothetical data
- Present insights clearly with visual outputs designed for engagement
Frequently asked questions
Moneytree makes it easy to model and track client-specific goals, whether they’re saving for retirement, purchasing a second home, or funding education. With flexible scenario planning and customizable timelines, advisors can align financial plans to each client’s unique priorities and clearly show them how their progress evolves over time. Our goal-based approach helps you deliver advice that’s both personal and actionable.
Yes. Moneytree’s robust platform supports both retirement and estate planning with precision and flexibility. Advisors can forecast income needs, Social Security benefits, tax implications, and legacy goals — all within a single, unified system. Whether you’re planning for longevity or preparing to transfer wealth, Moneytree gives you the tools to provide a comprehensive plan with confidence.
Absolutely. Moneytree is designed with compliance in mind. Our calculations are transparent, our reports are audit-ready, and our assumptions are well-documented, helping advisors meet fiduciary obligations and stay aligned with regulatory standards. From client disclosures to plan documentation, we give you the tools to maintain both trust and compliance.
They can with Moneytree Elite. Our new Automated Onboarding Tool allows clients to securely input key data, such as income, net worth, and Social Security details — before the planning process begins. This helps you save time, reduce back-and-forth, and get clients engaged early on.