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From simple illustrations to holistic planning, Moneytree delivers financial planning solutions for professionals. Build your clients’ financial confidence with customizable, detailed reports backed by accurate data.
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Plan for anything with Moneytree Plan®
Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cash flow-based planning options! Advisors across the country use Plan to create holistic financial plans that include comprehensive Estate Planning and robust Tax Planning options.
Advise with confidence with Moneytree Advise®
Spend more time with clients and less time creating goal-based financial plans through intuitive navigation and clear reports. Instant, side-by-side scenario comparisons allow for rich client interaction. Earn your clients trust with the interactive client access portal with What-If scenario planning.
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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
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