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

Included Features
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Big-picture planning in under an hour
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Goal-based planning pre-retirement
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Optimized Data Inputs
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Increased speed of plan creation
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Simplified option scenarios for What-if analysis
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Supports complex cashflow- and goal-based planning for high net-worth individuals
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Give planners complete control and has many customization options
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Option for more detail and fine tuning available in order to generate more precise and comprehensive reports
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Verify results quickly using the report audit trails where every number can be broken down and reconstructed
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Robust tax model that can be easily customized
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Data integrations—Act 4 Advisors, Albridge, Aqumulate, Morningstar, Redtail, Wealthbox, and Veo
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Scale your business with our
Partners & Integrations

Native Integrations
A Few of Our Partners
Integrational Roadmap

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