Create your 14-day free trial account
Ready to start planning with the new Moneytree?
Included in your 14-day free trial account:
- Two weeks of full access to the full platform—nothing is hidden or disabled!
- Financial planning tools necessary to create and deliver financial plans for your clients from day one.
- Access to client onboarding tools to grow your business.
- Full access to free technical support and the customer success team.
- No risk to you! Any time during your free trial, you can cancel your account (but you probably won’t want to).
Moneytree - Elite
Moneytree Advise®
Merit
Moneytree - Elite
With the new Moneytree Elite package you can:
- Offer comprehensive financial planning services, making you more competitive
- Work collaboratively with your clients
- Gain a holistic understanding of your client’s investments and other assets
- Provide a complete financial picture
- Deliver plans for any stage in your client’s wealth journey
- Develop deep relationships with a wealth of specialized tools that include tax planning, estate planning, retirement distribution, Social Security analysis, education planning, stock options, and much more
Already have Moneytree Plan?
To upgrade, please contact your regional sales manager by calling (877) 421-9815 ext. 1 or email sales@moneytree.com.
Moneytree Advise®
With Moneytree Advise you can:
- Introduce financial planning to new clients
- Work collaboratively and build deeper relationships with your clients
- Create and update more plans faster
- Build retirement plans based on client goals
- Empower your client’s financial confidence
Merit
With Merit, you can:
- Visualize Asset Allocation
- Track Historical Performance
- Analyze Risk
- Model Scenarios
- Compare Portfolios in Side-by-Side view