Moneytree Software

Moneytree Software has a rich history in financial planning and an eye for making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry advisors can trust. And we believe everyone should have a financial plan, and we won’t stop until we help you build them all. Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. In turn, your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.