Built for firms that value clarity, flexibility and collaboration. Elite brings powerful planning capabilities together in one intuitive platform.

With robust cash-flow modelling, detailed tax and estate planning, Monte Carlo simulations, and flexible “what-if” scenario testing, advisers can explore even the most complex client situations with confidence. Every assumption and calculation is fully traceable, allowing advisers to clearly show how strategies are built and why recommendations make sense. This transparency builds trust and keeps clients actively involved in the decision-making process.

Elite’s customisable analysis pages and dynamic visuals transform complex data into insights clients can understand and act on. Advisers can easily adjust assumptions, illustrate future changes, and tailor reports to each client’s goals — turning planning conversations into collaborative experiences. Advanced features, including Roth conversion modelling and Medicare projections, open the door to more strategic discussions about timing, tax efficiency, and long-term outcomes.

For RIAs and wealth management firms, Moneytree Elite is more than just a planning tool. It is a solution that empowers advisers to deliver highly personalised guidance, strengthen relationships, and build lasting client confidence — all while supporting scalable growth for the firm.