Founded in 1981, Moneytree Software has a rich history 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.
Accutech Systems Corporation welcomed us to their family in 2019 to be part of a comprehensive wealth management and financial services platform. We are proud to offer integrations to Cheetah™ and include financial planning to the host of services and capabilities for wealth managers.
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