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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.

Moneytree makes it easier to...



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



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



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

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