Technology Showcase: Moneytree...Making the Complex Simple

Moneytree has been helping advisors for more than 40 years. And you can count on us for the next 40 also. We already offer one of the most comprehensive solutions available – Moneytree Plan. With Plan you get both general and specialized planning tools for the price of one. That way you can offer more services and grow your business.  But we aren't stopping there.  This year, we are introducing a user-friendly hypothetical tool to help you be certain that your investment recommendations are in-line with client objectives. And by late Summer 2024, we will be introducing our NextGen financial planning solution. Come and find out how Moneytree can help create a brighter future for you and your clients.