Focus on what matters.

From big-picture to in-depth, Moneytree delivers planning solutions for professionals. Build your clients’ financial confidence with customizable, detailed reports backed by accurate data.

Moneytree makes it easier to...

Engage.

 

Engage your clients with customizable reports, document sharing, and online access to include them in the process.

Grow.

 

Grow your clients’ confidence with a plan that gives an accurate roadmap, backed by easy-to-follow audit trails, to reach their goals.

Refine.

 

Refine the plan you’ve created for your clients and make adjustments as lifestyles and goals change.

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“I’ve spent countless hours building financial plans using different planning software. Moneytree is on another level when it comes to customization, detail, and accuracy. Our clients often thank us for our attention to detail when it comes to their financial plans, and it’s all thanks to Moneytree.”

Kevin M., CFP®, EA, Medicus Wealth Planning

Compare Our Editions
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Client Access Portal
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Customizable Reports
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DocVault for Secure Document Sharing
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Social Security Optimization
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Cash Flow Table(s)
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Interactive What-If Scenarios
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Goal-based Planning for Pre-retirement
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Record Future Events
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Debt-Freedom Analysis
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Deep Income Tax Analysis
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Detailed Itemized Cash Flow
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Advanced options and variables on What-if
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Verify Results using the Report Audit Trails
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Estate Tax and Chart Illustration
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Cash Flow-based Planning
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Future Changes
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Roth Conversion Modeling
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Partners & Integrations

Native Integrations
A Few of Our Partners
Integrational Roadmap

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