Webinar: Integrations & Efficiencies, Part 1

Get up to Speed with Moneytree

This first in a two-part series webinar featuring Patrick Spencer, manager director of Moneytree, and Matthew Garrett, product manager of Moneytree, will review integrations added to Moneytree Advise and Plan over the past 2 years, with a focus on how advisors can get the most out of our financial planning software.

There is a reason why Moneytree was ranked #1 in Technical Accuracy and #2 in Simplicity and Ease of Use from The Kitces Report, Volume 1, 2021, and now we want to share with you how to get even more out of our financial planning software.