“I’ve spent countless hours building financial plans using different planning software. Moneytree is on another level when it comes to customization, detail, and accuracy. Our clients often thank us for our attention to detail when it comes to their financial plans, and it’s all thanks to Moneytree.”
Kevin M., CFP®, EA, Medicus Wealth Planning
Here For You Every Step of the Way
As you get started with your free trial account, you’ll have access to customized demos for groups and individuals, as well as, personalized onboarding.
One of our Client Success team members will walk you through initial setup that includes:
- Administrative Setup
- Personal Branding
- Client Access Portal
- Account Aggregation
“If financial planning is at the core of what you do, which it is for us, Moneytree is the most reliable program and really allows me to tailor my assumptions with customizations. It helps me believe in the integrity of the data in the plans that I’m creating for my clients.”
Laurie Nardone, Managing Principal, Shira Ridge Wealth Management
Advisors are preparing for a seismic shift in their client base as they prepare for the Great Wealth Transfer - the generational handoff of tens of trillions of dollars over the next few decades. A part of this change means interacting with a new client base that has very different expectations for their advisors.
MUNCIE, Ind., Aug. 17, 2021 /PRNewswire/ -- Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform.
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