Moneytree Software Unveils Innovative Financial Planning Solution

Moneytree Software has launched a new, game-changing financial planning solution that empowers advisors to capitalize on changing investor expectations and grow their business. Recent research has shown that today’s clients care as much about their relationship with their advisors as they do about their portfolio performance. They value trust and understanding, and they want more consistent and personalized engagement. This is where the new Moneytree solution excels, according to Moneytree Software Managing Director Patrick Spencer.

Moneytree developed the new cloud-based solution with a focus on the company’s foundational values of accuracy, comprehensiveness, and transparency. Furthermore, the modern interface and intuitive user experience enables advisors to plan with precision in a way that is more satisfying, more time-effective, and more scalable. Features include both goal-based and cash-flow based planning modules, interactive, client-centric reporting tools, specialized planning tools, a transparent audit trail, and advanced analytics. Moneytree spent countless hours on surveys, phone calls, emails, and pouring over market research to develop the solution.

The new Moneytree is currently available in the comprehensive “Elite” planning package, which replaces the previous Moneytree Plan software. A more streamlined, goals-based-only planning package called “Essential” will become available in early 2025. To learn more, visit moneytree.com.