Money Tree Software
HQ Address
2620 N Accutech Way, Muncie, IN 47304, United States
Website Address
Business introduction
Build plans and relationships on the most accurate calculation engine
Focus clients on what matters with the right financial planning software
Our Mission: Make advisors heroes and their clients financially confident.
Founded in 1981, Moneytree Software was an early pioneer in the development of financial planning technology to support the vital work of financial planners and advisors. Its focus on empowering independent planners and advisors led the company to develop mathematically advanced tools that produced accurate, repeatable results, inspiring the trust and confidence of both financial professionals and their clients.
Moneytree Software is now a part of the Accutech Systems Corporation family which has a rich history of delivering innovative and personal solutions within the wealth management industry.
We’re serious about continuing to deliver the strongest calculation engine in the financial planning and wealth management industry while adding innovative technologies and user experiences that lead to advisor practice growth and client success.
Money Tree Software Solutions
Silver
Keep planning simple with Silver Spend less time creating plans and more time on what really matters Silver is an easy, effective solution for busy planners. Silver's intuitive navigation and clear reports allow you to spend more time with clients and less time creating financial plans. Instant, side-by-side scenario comparisons allow for rich......
business needs
view solutionTOTAL
Handle the complications of client financial situations with highly flexible planning data and comprehensive reports TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your......
