Our Mission:
Support trusted advisors and create financially confident clients.

Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. In turn, your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.

Our Team & Culture

We value our culture and the people we serve.

Dedicated

We dedicate ourselves to helping other people succeed.

Encouraging

We encourage other people to bring joy into their lives.

Creative

We create value for other people by thinking differently.

Does this resonate with you?

Be a part of this mission and culture.

Join Our Team

More About Moneytree

Advisors need the right tools to deliver the best financial planning to their clients.