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From big picture to in depth, Moneytree delivers planning solutions for professionals.
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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.
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Helpful Resources for Financial Advisors
Access Financial Advisor ResourcesWhen it is Time to Move from Legacy FinTech
How do you know it’s time to move to online SaaS tools even when legacy FinTech software works?
Picture It This Clearly – Part 2
In this second part of a two-part series, Paul encourages you to help create a clear picture for your clients.
3 Ways a Financial Plan can Save a Marriage
How valuable can a financial advisor be to a recently married young couple?
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®
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