Moneytree Software
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All Products & Services
Moneytree Advise is an easy, effective solution for busy planners. Advise allows you to spend more time with clients and less time creating financial plans through intuitive navigation and clear reports. Instant, side-by-side scenario comparisons allow for rich client interaction.
With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit? Merit allows you to:Build and compare portfolios to assess the best risk/return profile for your plans.Review and analyze portfolios based on risk, holdings, and geographic distribution.Compare many scenarios based on portfolio strengths, weaknesses, and historical data.View and present the results in a streamlined, visual way.
Moneytree is an easy, effective solution for busy financial advisors. This software is a comprehensive solution for both goal-based and cash-flow tools that empowers you to be as customized as you need to be. The Elite package is perfect for comprehensive planners and advisors holding a diverse book of business ranging from young clients to clients approaching retirement.
Moneytree Software Reviews
Laurie N.
Long-time user...because of the data integrity and service
Verified User in Medical Practice
One of the best software products I have every used!
Verified User in Financial Services
money tree review
About
What is Moneytree Software?
Moneytree Software is a company specializing in the development of financial planning solutions for professionals. Catering primarily to financial planners and advisors, the software provides tools for comprehensive financial analysis, retirement planning, and cash flow management. Moneytree's offerings aim to enhance the accuracy and precision of financial recommendations, enabling advisors to create detailed and personalized plans for their clients. Their platform is designed to accommodate various financial scenarios, ensuring flexibility and adaptability to different client needs. The company’s website, https://www.moneytree.com/, offers further information about their products, features, and support services.