Designed to help advisers save time, reduce friction, and deliver a better client experience from the start, the new Automated Onboarding Tool is now available in Moneytree Elite.

With this new tool, advisers can now send clients a secure link to begin the data-gathering process. Clients are free to enter as much or as little information as they are ready to share, and once submitted, Moneytree automatically creates a new client profile and plan, no manual setup required. 

“The biggest hurdle in building a new client relationship has always been data gathering,” said Patrick Spencer, Managing Director at Moneytree. “We have tackled that head-on with our new automated onboarding. It is an intelligent solution that makes this crucial first step so much easier and more intuitive for everyone involved.” 

The feature is already making an impact, with early testing showing a 25% increase in adviser efficiency during the onboarding stage. 

A smarter start for every plan

For advisers who are juggling growing caseloads and evolving client expectations, this update makes it easier to stay focused on what matters: delivering high-quality plans and having meaningful conversations. 

“This is not just about a faster process — it is a strategic move to allow for deeper client engagement,” Spencer added. “By removing the tedious, time-consuming parts of data gathering, we are giving back the most valuable resource we have time. That enables advisers to move beyond data entry and into truly human conversations about their clients’ goals and dreams — right from the start of the relationship.” 

Clients benefit from a flexible, user-friendly experience that is secure and feels personalised. Advisers benefit from faster turnaround times and fewer operational bottlenecks — all inside a platform known for its accuracy and trusted calculations. 

As one of the most robust updates to the platform in recent months, the Automated Onboarding Tool reinforces Moneytree’s commitment to building financial planning software that evolves with the needs of modern firms. 

Available now in Moneytree Elite 

The new feature is available immediately to all Moneytree Elite users. It is included in the current subscription and can be activated with no additional cost or integration. 

“We built this tool with one goal in mind: to empower both the adviser and the client,” Spencer explains. “For the adviser, it means saving hours of administrative work. For the client, it is a streamlined experience that meets them on their time, on their device, and on their terms.” 

For advisers who have not yet explored Moneytree, the Automated Onboarding Tool offers another compelling reason to take a closer look. 

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