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Moneytree Software

Financial Planning Software for Advisors

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Resources

Financial planning software, guides, articles, and more.

Blog & Articles

3 Ways a Financial Plan can Save a Marriage

How valuable can a financial advisor be to a recently married young couple?

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Blog & Articles

Picture It This Clearly – Part 1

Paul Kingsman is a guest vlogger for Moneytree Series. In this first part of a two-part series, Paul asks you what does success look like and encourages you to look where you're heading.

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Blog & Articles

Get Started on 2021 Now

On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.

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Blog & Articles

Two Ways to Implement Reverse Mortgages in Moneytree Plan Projections

There are two methods to implement a reverse mortgage in Moneytree Plan.

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Blog & Articles

Converting an IRA to Roth IRA in Moneytree Plan

Converting an IRA to a Roth IRA is simple, thanks to Moneytree Plan's highly flexible planning data.

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Blog & Articles

What’s New with Moneytree

Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.

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Blog & Articles

Feature Focus: Using the Client Access Portal in Moneytree Plan

Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.

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Blog & Articles

Feature Focus: Using What-If in Moneytree Plan Client Access

Learn how the Simple and Advanced versions of the What-If tool works in Moneytree Plan in Client Access Portal.

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Blog & Articles

Feature Focus: Using DocVault in Moneytree Client Access Portals

Learn how the DocVault works in Moneytree Advise and Moneytree Plan. Get a walkthrough on setting up your clients.

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User Guides

Moneytree Advise: User Guide

Moneytree Advise General User Guide.

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User Guides

Moneytree Plan: Aspire vs Prosper Comparison

Guide comparing the Moneytree Plan's Aspire and Prosper reporting modules.

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User Guides

Moneytree Plan: Plan Data Overview

Moneytree Plan’s guide through all input sections in Plan Data

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Muncie, IN 47305

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Toll-Free: 877-421-9815
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