At Orrstown Bank, financial planning is a team effort. Colin Fry, a financial investment adviser, plays a central role in running reports for other members of his team and assisting with client presentations. Alongside him, Philip Fague, Executive Vice President and Chief Trust Officer, also contributes to financial planning and joins client conversations when needed. 

Together, they have recently introduced Moneytree Software into their operations — a shift they say has already brought noticeable improvements in efficiency, customisation, and client engagement. 

Choosing the right platform

When Orrstown began evaluating financial planning software, Fry drew on his experience with four or five other platforms. His conclusion was clear:  

“Moneytree is the most technologically advanced of all of them. It is more user-friendly and customisable, and the integrations are excellent. Plus, the reports are much cleaner and more modern than others I have used, which often felt stuck in the 2010s.” 

Fague agreed, pointing specifically to Moneytree’s tax planning and estate planning tools as major differentiators.

“We previously used MoneyGuidePro, but Moneytree’s tax and estate planning features are far better than anything else I have seen.”

Standout features

For both Fry and Fague, Moneytree’s reports stand out. 

Fry especially values the one-page summaries: “No one wants to flip through 40 pages just to find what they need at the end. Moneytree’s reports are clean, succinct, and easy to read.” 

They have also found the software’s cash-flow analysis tools to be a game changer. In the past, assessing cash flow for clients who were not near retirement was a challenge. Now, Fry and his team can analyse those situations far more efficiently. 

Driving better conversations

The clarity of Moneytree’s reporting does not just benefit the Orrstown team — it improves conversations with clients as well. Fry noted:  

“Clients appreciate how clean and easy to read the reports are. It makes discussions more straightforward and productive.” 

By reducing complexity, the software allows advisers to spend less time navigating technology and more time focusing on meaningful, client-centered discussions.

Efficiency at every step

Beyond client engagement, Moneytree has streamlined Orrstown’s internal workflow. Fry emphasised how intuitive it is to move from screen to screen compared with other platforms like MoneyGuidePro: “With Moneytree, it is much easier to navigate. That saves us time every day.” 

A message to fellow advisers

When asked what they would say to another adviser or institution considering Moneytree, both Fry and Fague echoed the same sentiment: it is advanced, customisable, and easy to use. Fry summed it up simply:  

“It is the best I have worked with.” 

Read the original article here.