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.

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Trusted by Top Advisors

Top advisors are choosing Moneytree with a proven, 40-year track record of accurate results, innovation, and outstanding support.

Laurie Nardone

“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

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