Portfolio visualization and analytics with Merit
Do your plans have Merit?
At Moneytree, our company purpose statement is that we are here to “Make great things happen for other people.” Our clients told us they needed a tool that would help them build their clients’ investment portfolios with the best personalized chance of success. We decided to use our extensive planning experience to help advisors do more for their clients with a user-friendly investment research and analytics tool that provides the checks and balance you need to be confident with your recommendations.
With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit?
Merit allows you to:
- Build and compare portfolios to assess the best risk/return profile for your plans.
- Review and analyze portfolios based on risk, holdings, and geographic distribution.
- Compare many scenarios based on portfolio strengths, weaknesses, and historical data.
- View and present the results in a streamlined, visual way.
And that’s how Moneytree Merit helps you make the complex simple. You can feel comfortable in your recommendations when you view the balance and correlation of risk, returns, and historical factors – all in our streamlined interface.
So, the next time you have conversations with your clients about their financial futures, show them their best path to follow to fulfill their legacies.