Drive revenue.
Scale your firm.
Grow like a pro.
Moneytree gives advisors the tools to deliver better financial plans, win trust faster, and grow where it matters most — your bottom line.
Powerful calculations. Beautifully delivered.
Moneytree is known for its trusted financial engine — now delivered through a redesigned interface that makes it easier than ever for advisors to present plans clearly and confidently. From deep analytics to real-time visual reporting, every element is built to help you lead more effective, client-first conversations — and grow your practice.
- Real-time scenario modeling
- Transparent plan assumptions
- Customizable visuals for every client
Less prep. More clients. Real growth.
Moneytree streamlines your planning process so you can spend less time editing and updating — and more time winning clients and growing revenue.
- Reduce prep time with built-in workflows
- Simplify client conversations with visual tools
- Instantly share reports and plan updates securely
A platform that supports stronger advisor-client relationships
Your clients count on you for guidance, clarity, and confidence. That’s why we build tools that help you deliver all three. From compliance-friendly features to transparent reporting, Moneytree helps you focus on what matters most: building trust, strengthening relationships, and increasing your impact.
Connect the tools you already use
Moneytree integrates with your existing tech stack, reducing redundancy and improving efficiency. Whether you use CRM systems, portfolio managers, or document storage platforms, we help everything work better together.