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 ResourcesWhat’s New with Moneytree
Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.
Feature Focus: Using the Client Access Portal in Moneytree Plan
Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.
Feature Focus: Using DocVault in Moneytree Client Access Portals
Learn how the DocVault works in Moneytree Advise and Moneytree Plan. Get a walkthrough on setting up your clients.
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.
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