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Explore Our Financial Planning Solutions
From big picture to in depth, Moneytree delivers planning solutions for professionals.
Keep planning simple with Moneytree Advise
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 ResourcesThe Financial Advisors’ 2021 Digital Marketing Checklist
We put together the Financial Advisors' 2021 Digital Marketing Checklist to help establish a professional brand image online and attract customers.
2021 Tax Changes Available Now in Moneytree Plan
With a new year comes new tax numbers. Adjustments to tax brackets, standard deductions, exemptions, and more are now available in Moneytree Plan.
RMD Start Ages in Moneytree Plan
RMD timing can be a confusing topic. It can help to conceptualize it by asking this question: If my client is 71 today, will they turn 72 before December?
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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