Inspire financially confident clients with leading software for trusted financial advisors.
Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life stories, fears, and dreams. In turn, your financial planning software needs to provide accurate, consistent results that inspire trust and confidence in both you and your clients.
Explore Our Financial Planning Solutions
We have a rich history in financial planning and an eye for making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry advisors can trust. And we believe everyone should have a financial plan, and we won’t stop until we help you build them all.
Moneytree Plan®
Plan for Anything
How does Moneytree Plan help you and your clients?
- Grow your business with an online client portal, collaboration tools, and comprehensive reporting
- Aspire to dream with your clients regarding their retirement plans, investment strategies, and annual net worth projections
- Prosper with a holistic view including tax estimation, insurance analysis, cash flows, capital needs, life time tax reductions, and estate planning
Moneytree Advise®
Advise with Confidence
How does Moneytree Advise help you and your clients?
- Engage clients more than ever before through financial literacy, onboarding, collaboration, and comprehensive reporting
- Grow through goal-based planning covering investment and asset allocation reviews, debt reduction plans, and budget building
- Refine your services with insurance analysis, retirement preparations, and estate planning conversations
Trusted by Top Advisors
Top advisors are choosing Moneytree with a proven, 40-year track record of accurate results, innovation, and outstanding support.
“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
Partners & Integrations
A Few of Our Partners
Native Integrations
Integrational Roadmap
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
State Income Taxes Updated for 2021
State tax updates for 2021 are now live in Moneytree Plan.
Why You Need to Know Your Clients as People, Not Numbers
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.
Moneytree Software Brings Account Aggregation to its Flagship Platform
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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