Build Financial Plans You Can Trust.
Financial planning software that provides reliable results for you and your clients.
Life is hard.
Financial planning shouldn't have to be.
You need a financial planning solution that doesn’t further complicate the complicated. Moneytree delivers plans you can trust so that you can focus on what matters: building relationships with your clients.
Engage.
Grow.
Refine.
“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
- Reporting
- Client Access Portal
- Account Aggregation
Getting Started is Easy!
Explore Our Solutions
Sign Up!
Create Plans You Can Trust
“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
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.
Start Planning Now.
Start a 14-day Free Trial
Begin planning today using financial planning software for top advisors and growing firms.
