Moneytree Solutions
Empower prosperity for your clients and profitability for your business
Moneytree makes the complex simple.
That means streamlined work processes for you and easy-to-understand resources for your client.
This straightforward user experience allows you and your clients to align on objectives and strategies faster and achieve more.
ACCURATE: Build dependable plans backed by the strongest calculation engine on the market.
COMPREHENSIVE: Provide next-level service and grow your business.
EDUCATIONAL: Be a hero to your clients and facilitate their financial freedom.
Two solutions united by accuracy
Two solutions united by accuracy
Plan for anything with
Moneytree Plan®
Plan for anything and serve clients at
every point in their financial journey.
per advisor
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With Moneytree Plan you can:
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Offer comprehensive financial planning services, making you more competitive
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Work collaboratively with your clients
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Gain a holistic understanding of your client’s investments and other assets
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Provide a complete financial picture
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Deliver plans for any stage in your client’s wealth journey
Grow together with
Moneytree Advise®
Work more efficiently to grow your book of
business while your clients grow their wealth.
per advisor
-
With Moneytree Advise you can:
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Introduce financial planning to new clients
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Work collaboratively and build deeper relationships with your clients
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Create and update more plans faster
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Build retirement plans based on client goals
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Empower your client’s financial confidence
Here’s just a few features Moneytree Plan offers:
- Client Access Portal for Collaboration
- Secure Document Vault for Document Sharing
- Branded, Customizable Reports
- Report Audit Trails to Verify Results
- Interactive What-If? Scenario Tools
- Goal-based Planning for Pre-retirement
- Cash-flow Planning for Post-retirement
- Detailed Itemized Cash Flow
- Project Annual Net Worth
- Deep Income Tax Analysis
- Estate Tax and Chart Illustrations
- Record Future Events
- Assess Future Changes
- Roth Conversion Modeling
Here’s just a few features Moneytree Advise offers:
- Client Access Portal for Collaboration
- Secure Document Vault for Document Sharing
- Branded, Customizable Reports
- Management Reports
- Interactive What-If? Scenario Tools
- Goal-based Planning for Pre-retirement
- Debt Freedom Analysis
- Insurance Needs Analysis
- Retirement Capital Analysis
- Retirement Summary Shortage Solutions
- Future Estate Tax Estimates
Set your clients up for success
Set your clients up for success
Plan for anything with
Moneytree Plan®
Plan for anything and serve clients at
every point in their financial journey.
per advisor
-
Craft goal-based plans
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Craft cash-flow based plans
-
Get a full view of client finances with account aggregation
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Offer open communication with client access portal including doc vault
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Explore multiple scenarios using the What-if? tool
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Run 10,000 simulations using the Monte Carlo
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Back into results with the audit trail
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Create highly focused, in-depth plans
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Customize planning for high net-worth clients
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Provide easy-to-read, customizable one-page reports
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Project annual net worth
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Review investment and asset allocation
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Build budgets
Grow together with
Moneytree Advise®
Work more efficiently to grow your book of
business while your clients grow their wealth.
per advisor
-
Craft goal-based plans.
-
Get a full view of client finances with account aggregation
-
Offer open communication with client access portal including doc vault
-
Explore multiple scenarios using the What-if? tool
-
Run 10,000 simulations using the Monte Carlo
-
Create simplified, big-picture plans
-
Review investment and asset allocation
-
Create debt freedom plans
-
Build budgets
Add Account Aggregation and boost client engagement
Account Aggregation is available on both Plan and Advise.
It allows you to view a client’s retail accounts, liabilities, investments, and insurance policies in one place.
- Easy client onboarding
- Better insights
- Less data entry
- Plan with confidence
Increase profitability and efficiency through our partnerships
We can help you grow your business and improve the client experience thanks to our extensive network of broker-dealer partnerships and other industry affiliations.
If you’re registered with one of our broker-dealer partners or other affiliated organizations, you qualify for a discount on Moneytree Plan and Advise. Another advantage is that Plan clients can easily import client and asset information from our partners.
Scale your business with our integrations
You can easily connect with other programs in your tech-stack to support account aggregation, customer-relationship management, investment analytics, risk tolerance, and more.
We have spent much of our time at Moneytree Software seeking out new integration partners that can truly add value for the advisor during the financial planning process.