Build confidence with improved decision-making capability using Moneytree’s new portfolio visualization and analytics tool

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.

Woman working at computer for financial planning

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.

Merit $49

per month, per advisor after trial expires on 06/01/2024

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Disclaimer: Moneytree Merit is a hypothetical investment research and analysis tool. Its results do not guarantee future performance and should not be used as the sole basis for making investment decisions. Past performance is not a reliable indicator of future results. Investors are not guaranteed to make money from their investments. The value of investments and the income therefrom may go down or up and investors may not get back the original principal amount invested and may lose money. Investment research and analysis tools are based on a variety of factors, including financial data and historical performance.

Moneytree Merit investment research and analysis tool is not personalized financial advice and should not be used as the sole basis for making investment decisions. Investors should always consult with a qualified financial advisor before making any investment decisions.

Moneytree Merit is not a registered investment advisor. It does not provide personalized financial advice and should not be used as a substitute for the services of a qualified financial professional.

Users of Moneytree Merit are responsible for conducting their own due diligence before making any investment decisions. Careful consideration of investment objectives, risk tolerance, and time horizon should be made before making any investment decisions.

Use of Moneytree Merit requires all communications with clients be fair and balanced, and any potential conflicts of interest disclosed. All communications with clients are supervised. Moneytree Merit does not make any recommendations to investors and does not provide any personalized financial advice. Moneytree Merit users should avoid making any misleading or exaggerated claims about the performance of its results.

By providing this disclaimer information to their clients, Moneytree Merit users can help to ensure they are FINRA compliant and their clients are making informed investment decisions.