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Financial Planning Software for Advisors

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Financial planning software, guides, articles, and more.

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.

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Blog & Articles

Your client is keen on socially responsible investing. Here’s how you can help.

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Blog & Articles

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?

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Blog & Articles

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.

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Blog & Articles

State Income Taxes Updated for 2021

State tax updates for 2021 are now live in Moneytree Plan.

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Blog & Articles

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.

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Blog & Articles

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.

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Blog & Articles

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?

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Blog & Articles

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.

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Blog & Articles

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.

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Blog & Articles

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.

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Blog & Articles

How the Challenger Sales Method can Help You with Financial Planning

The Challenger Sales Method establishes a framework that allows your insight and expertise to become the differentiator to engage and win over new clients.

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Muncie, IN 47305

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Support: 877-421-9815 ext. 0

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Upcoming Events
Feb

16 - 16

Webinar: Integrations & Efficiencies, Part 1

Mar

2 - 2

Webinar: Integrations & Efficiencies, Part 2

Upcoming Events
Feb

16 - 16

Webinar: Integrations & Efficiencies, Part 1

Mar

2 - 2

Webinar: Integrations & Efficiencies, Part 2

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