Build plans and relationships on the most accurate calculation engine.
Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices.
Explore Our Financial Planning Solutions
From big picture to in depth, Moneytree delivers planning solutions for professionals.
Keep planning simple with Moneytree Advise
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.
Engaging Plans
Actively include clients in the process by creating plans collaboratively.
Plan for any situation with Moneytree Plan
In-depth Planning
Cover all your clients’ planning needs with in-depth data and analysis.
Flexible Data
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.
Helpful Resources for Financial Advisors
Access Financial Advisor ResourcesTake Control of Your Sales Process
What do you think of when you hear the words, “take control”? The last behavior in the Challenger Sale, Take Control, is the most misused behaviors and quite honestly, why the methodology sometimes gets a bad rap.
Start with Your Clients’ Goals and Tailor Plans to Reach Them
Knowing your customer is also how you can really help them with a tailored approach to their goals. An advisor needs to truly take the time to understand the needs of their clients and then present data that is relevant to their specific life journey – that’s how you win clients!
Advisors, Don’t Sell…Teach for Differentiation
The key to teaching successfully is using your unique strengths and experiences in financial planning.
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®
Trusted By Top Advisors
Top advisors choosing a proven track record of accurate results, innovation, and outstanding support.
Start Planning Now.
Start a Free Trial.
Begin planning today using financial planning software for top advisors and growing firms.
