Founded in 1981 by Mike Vitkauskas, CFP®, Money Tree Software™ is a successful pioneer in the financial planning software market.  Developed by a CFP® for professional planners, Money Tree’s programs do data analysis and generate reports that are not just fancy graphs and charts; they help advisors do business.

• Less time creating reports means more time with clients.
• Clear, understandable reports help create clients who are ready to act.
• Good financial plans build client trust and loyalty.

Money Tree’s team has extensive financial experience, strong Windows development skills, and a desire to meet and support the evolving needs of the financial community. Money Tree continues to be a source of financial planning originality and innovation.Â

Money Tree Software, Inc.
2430 NW Professional Dr
Corvallis, OR 97330

Phone: 877-421-9815
Fax: 541-738-6522