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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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See what other top advisors and growing firms are using to build plans and grow relationships.
“I love the ability to run What-If scenarios and create up to 3 different What-If examples into their financial plan. Here’s the course you’re on, best-case scenario, and worst-case scenario. It’s just so effective.”
Scott McLaine, Senior BrightAdvisor, BrightAdvisor, LLC
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