Moneytree recently interviewed client, Steven Clark, CFP, EA, to learn how the software elevates his tax preparation services and helps differentiate him from other tax professionals in the area.
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Blog & Articles
Preserving Quality of Life for People with Special Needs
Special Needs Map is a tool that helps financial professionals and attorneys to work primarily with parents to forecast the financial requirements of their children with special needs. This valuable resource is now available to users of Moneytree software.
Could Subscription-Based Financial Planning be the Best Solution for Advisors Moving Forward?
What are the main benefits of a subscription-based financial planning pricing structure? Why would advisors consider it?
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
MUNCIE, Ind., March 10, 2022 /PRNewswire/ -- Moneytree Software celebrates 40th anniversary on top of continued growth of platform with new functionality.
State Income Taxes Updated for 2021
State tax updates for 2021 are now live in Moneytree Plan.
Why You Need to Know Your Clients as People, Not Numbers
Advisors are preparing for a seismic shift in their client base as they prepare for the Great Wealth Transfer - the generational handoff of tens of trillions of dollars over the next few decades. A part of this change means interacting with a new client base that has very different expectations for their advisors.
Moneytree Software Brings Account Aggregation to its Flagship Platform
MUNCIE, Ind., Aug. 17, 2021 /PRNewswire/ -- Moneytree Software, a leading provider of cloud-based financial planning solutions, announced today the addition of data account aggregation into the Moneytree Plan platform.
8 Ways to Prepare for the Great Wealth Transfer
Expect as much as $68 trillion in assets to be included in the Great Wealth Transfer, and the odds are that money is moving to different providers too. How can you prepare?
6 Reasons Why Account Aggregation is Necessary for Financial Planning
Let’s discuss how account aggregation is helping many advisors gain efficiencies for creating financial plans. Here are six reasons account aggregation may be an answer for you.
Introducing Account Aggregation for Advisors
Account aggregation is a single location for an individual to see their accounts across a myriad of institutions. Get a quick intro here.
How to Build Your Digital Presence and Professional Network in 3 Easy Steps
Do these simple steps to provide substance to the relationships you have in your professional network and build a digital presence as an expert.