Create your 14-day free trial account
Ready to start planning with Moneytree?
Included in your 14-day free trial account:
- You get two weeks of full access to the full platform —nothing is hidden or disabled!
- Financial planning tools needed 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).
With Moneytree Plan 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
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