Partners – Data Integration, Group Discount, & Strategic Partners

Money Tree Software has collaborated with data integration partners to provide the ability to import/export data with commonly used third-party software programs. Group discount partners approve Money Tree Software products for use and provide an opportunity for a discount on your purchase. Strategic partners provide products and services related to your use of Money Tree Software programs.

Data Integration Partners:

Money Tree Software has import/export capabilities with 18 third-party software companies including asset aggregators, CRMs and portfolio managers, including Advisor Exchange, Junxure, Portfolio Center and more.

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Your Silver Bullet, Software that 'Plays Well' Together

Money Tree Software is a charter member of Your Silver Bullet, an association of financial services software firms dedicated to making software that "plays well" together. Our goal is to make data integration among our separate programs seamless (and painless).

Group Discount Partners:

Organizations that have approved and promote the use of Money Tree Software products to their members. Organization members receive a discount off the initial purchase of Money Tree Software products.

Strategic Partners:

Organizations involved in co-marketing of related products with Money Tree Software.