Make advisors heroes and their clients financially confident.
Founded in 1981, Moneytree Software was an early pioneer in the development of financial planning technology to support the vital work of financial planners and advisors. Its focus on empowering independent planners and advisors led the company to develop mathematically advanced tools that produced accurate, repeatable results, inspiring the trust and confidence of both financial professionals and their clients.
Moneytree Software is now a part of the Accutech Systems Corporation family which has a rich history of delivering innovative and personal solutions within the wealth management industry. We’re serious about continuing to deliver the strongest calculation engine in the financial planning and wealth management industry while adding innovative technologies and user experiences that lead to advisor practice growth and client success.
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