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Quick & Clear Plans
Make planning simple with quick data entry and clear results.
Interactive Financial Planning
Answer clients’ “What-Ifs” and show instant, side-by-side comparison results.
Actively include clients in the process by creating plans collaboratively.
Plan for any situation with Moneytree Plan
Cover all your clients’ planning needs with in-depth data and analysis.
Capture details of your clients’ situations and add future changes at any age.
Goal & Cashflow Approaches
Choose the planning approach to best reflect your clients’ situation.
Want to see a live preview?
A Moneytree specialist is ready to give a live tour of our financial planning solutions and answer any questions.
Webinar: To Charge or Not to Charge?
When: June 29, 2021, 2-3 PM EDT
Join Jared Russ, a Financial Planning Practice Management Consultant to LPL Financial’s 18,000+ independent Financial Advisors, and leave with inspiration and ideas on charging for Financial Planning services.
Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.
The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.
We put together the Financial Advisors' 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.
What Our Customers Say
Financial planning software is essential for today’s financial advisor. Advisors planning with Advise and Plan report the software and support is vital for business.
“Support has always been there to help me in my situation or come up with a workaround if needed.”
Dave H., CPA, CFP®
“Moneytree Plan’s income tax collections were almost identical to client’s tax return before even seeing it.”
Charles R., LPL Financial
“Silver is the backbone of my practice. It really helps me cement the relationship with my clients.”
Keith S., CFP®
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