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.
“Moneytree Plan’s income tax collections were almost identical to client’s tax return before even seeing it.”
Charles R., LPL Financial
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
8 Ways to Prepare for the Great Wealth Transfer
Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?
6 Reasons Why Account Aggregation is Necessary for Financial Planning
Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.
Introducing Account Aggregation for Advisors
Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.
Start Planning Now.
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Begin planning today using financial planning software for top advisors and growing firms.
