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.

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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.

“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

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