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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.
Plan for any situation with Moneytree Plan
Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. 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.
Keep planning simple with Moneytree Advise
Moneytree Advise is an easy, effective solution for busy planners. Advise’s intuitive navigation and clear reports allow you to spend more time with clients and less time creating financial plans. Instant, side-by-side scenario comparisons allow for rich client interaction.
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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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