About Money Tree Software

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

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.

Innovation and quality are the hallmarks of Money Tree Software. Effective planning requires tools that efficiently and professionally analyze all the necessary numbers. Good planners promote total financial wellness and improve the financial literacy of their clients, so Money Tree Software offers a full collection of solutions to meet the entire spectrum of client needs.

Money Tree Software’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.