Moneytree Software

Moneytree Software has been providing financial planning software since 1981. The company focuses on developing comprehensive financial planning tools for financial advisors.

Is this your company?

Email: sales@moneytree.com

Phone: 1-877-421-9815

Web: https://www.moneytree.com/

products

• Moneytree Plan
  Includes interactive calculators for retirement, education funding, and insurance needs. The education calculator models projected college costs, investment returns, and funding gaps based on client data for comprehensive financial planning.
  
• TOTAL Planning Suite
  Detailed cash flow analysis, tax planning, retirement needs analysis, estate planning, what-if scenarios, side-by-side comparisons, client presentations, and comprehensive reports. The software is known for its calculation accuracy and thoroughness.
  
• Money Tree Silver
  Retirement needs analysis, goal-based planning, cash flow planning, Monte Carlo simulations, tax planning, and comprehensive reporting.
  
• Moneytree Plan
  Comprehensive financial planning software with detailed cash flow analysis, retirement planning, estate planning, tax planning, goal-based planning, and reporting capabilities for advisors.