Educate and engage clients all along their financial journey
Make it easy to make the right decisions
Moneytree’s straightforward reports empower your clients to:
- Better understand risks and opportunities in their financial lives.
- Visualize their financial future with easy-to-digest graphs.
- See reports customized to their unique situation.
- Trust your calculations thanks to a transparent calculator and audit trail.
Envision your future with Moneytree sample reports
Looking for an easy way to present your clients with their current financial health?
Check out our one-pager available in Moneytree Plan.
Here are samples of the type of summary reports you can create as one-pagers:
Whether you specialize in goal-based advising, cash-flow based advising, or a mix of both, Moneytree has customizable reports to help you. Here are samples of reports you can generate.
Goal-based advising - Sample reports
Cash-flow based advising - Sample reports
- Moneytree Plan
Sample Prosper Report