Keep planning simple with Moneytree Advise.
Moneytree Advise is an easy, effective solution for busy planners. Advise allows you to spend more time with clients and less time creating financial plans through intuitive navigation and clear reports. Instant, side-by-side scenario comparisons allow for rich client interaction.
Easy Big Picture Financial Planning
Quick data entry and clear results. Create plans collaboratively with clients or model adjustments on the fly.
In-depth Planning
Flexible Data
Goal & Cashflow Planning
Accurate Results
Engage with your clients
Work with clients collaboratively to determine the best plan of action and illustrate the impact of those actions on their future financial projects. Set a up a Client Access Portal so you clients can access their information at any time.
“I just love Silver! Even for my multi-million dollar accounts, this provides 90% of what they need.”
David H., CFA
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See what other top advisors and growing firms are using to build plans and grow relationships.
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Integrations & Partners
Moneytree Advise Features
Net Worth
- Current Year
Goal Evaluation
- Set priorities levels for each goal
Insurance
- Insurance Summary Survivor Needs Analysis (current needs)
- Survivor Needs Calculation (current needs)
- Disability Insurance (current needs)
- Long-Term Care (5 years of care)
Estate
- Current Situation
- Net Worth Statement
- Current Flowchart & Estimate
- Alternative Structure Flowchart & Estimate
- 5 Year Future Estate Tax Estimate
Debt
- Current & Proposed Plan
- Monthly Payment Schedule
- Accelerated Wealth Accumulation
- Debt Education
Investment
- Asset Worksheet
- Current & Suggested
- Asset Allocation
- Asset Projection by Taxation Type
- Educational reports covering: asset allocation, market risk & diversification
- Investment returns & power of compounding
Retirement
- Retirement Capital Analysis
- Retirement Summary Shortage Solutions
- Retirement Expense Summary
- Monte Carlo with 10,000 Trials & Fat Tail Option
- What-If Modeling
- When-If Dynamic Behavioral Analysis with Variable
- Retirement Ages & Spending
Special Features
- What-If?
- When-If?
- Client Access Portal
- Secure Document Vault
- Management Reports
Start Planning Now.
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