Plan for any situation with Moneytree Plan.

Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cash flow-based planning options!

Both Goal and Cash Flow-based Planning Approaches

Create complete financial plans with flexible data entry and comprehensive reports.

In-depth Planning


Cover all your clients’ planning needs with in-depth data and analysis.

Flexible Data


Capture details of clients’ situations and add future changes at any age.

Goal & Cash Flow Planning


Choose a planning approach that best reflects your clients’ situation.

Accurate Results


Prove and reconstruct planning results with a report audit trail system.

“Moneytree Plan’s income tax collections were almost identical to client’s tax return before even seeing it.”

Charles R., LPL Financial

Schedule a Demo of Moneytree Plan

A Moneytree specialist is ready to give you a live tour of our financial planning solutions and answer any questions

Schedule Demo

Scale your business with our
Partners & Integrations

Native Integrations
A Few of Our Partners
Integrational Roadmap

Start Planning Now.
Start a Free Trial.

Begin planning today using financial planning software for top advisors and growing firms.