For more than four decades, Moneytree has been a pioneer in cash-flow-based financial planning, combining robust calculation accuracy with intuitive design to help advisers turn complex data into meaningful conversations.

Today, client expectations are rapidly evolving. Investors want clarity around their financial future, visibility into the assumptions behind recommendations, and the ability to explore “what-if” scenarios in real time. Moneytree is built for this new era of advice, equipping RIAs and wealth management firms with tools that strengthen trust, deepen engagement, and transform the planning process from a static presentation into an ongoing dialogue.

Advisers can easily model strategies, illustrate trade-offs, and show clients how today’s choices shape tomorrow’s outcomes — all within a platform that prioritises accuracy, transparency and ease of use.

Moneytree also scales with a firm’s growth, offering flexible solutions that support everything from foundational planning needs to sophisticated scenario modelling.

Whether firms choose Moneytree Essential or Moneytree Elite, they gain more than software — they gain a partner committed to helping them build stronger client relationships and deliver the high-quality, personalised advice that today’s investors demand. By turning data into insight and insight into action, Moneytree helps advisory firms deliver planning experiences that inspire confidence and drive long-term success.