Moneytree has been recognised as the top-rated financial planning software in the 2025 Kitces AdvisorTech Study, earning the number one ranking in overall satisfaction (9.0) — the highest score of any planning platform evaluated. 

According to The Kitces Report, Moneytree led all planning tools in technical accuracy, tax accuracy, customer support, Monte Carlo capabilities, and comprehensive planning. It also placed among the top three for ease of use, simplicity, and reporting output. 

The report states: 

“Moneytree achieved the highest satisfaction rating in this year’s study (9.0) after making significant updates to its platform’s user experience following its acquisition by Accutech Systems in 2019. These improvements build on Moneytree’s roots in comprehensiveness and technical and tax accuracy, where it scored highest of any planning software tools measured.” 

Building technology that makes advisers better 

As Michael Kitces shared during the 2025 Future Proof Festival, “Four out of five advisers are not using technology to get cheaper — they are using it to get better.” Kitces’ data shows that firms buying software solely for cost or time savings are 40% less productive than those investing to enhance quality and client experience. 

Moneytree’s philosophy aligns closely with that insight. Its planning tools are designed for higher-purpose planning, helping advisers strengthen client relationships through accuracy, clarity, and collaboration. 

Recognition beyond the report

That same dedication to clarity and precision has earned praise from other respected voices in the industry. In inside information, veteran analyst Bob Veres described Moneytree Elite as “a total makeover — without sacrificing what made it popular in the first place.” 

Veres noted that the new Elite version retains Moneytree’s spreadsheet-like transparency and accountability while introducing a modern feature set and broader connectivity. The platform continues to perform year-by-year tax calculations down to the state level, allowing advisers to model how income and taxes evolve through retirement. 

Perhaps most importantly, Veres observed that Moneytree’s transparency and accountability survived the upgrade, proving that modernisation did not come at the expense of precision. 

Staying true to what matters 

In many ways, Veres’ assessment echoes the findings of the Kitces AdvisorTech Study: advisers value Moneytree for the same reasons it earned the highest satisfaction rating — its accuracy, clarity, and client-focused design. Both reports affirm that even as Moneytree evolves, it continues to help advisers plan with confidence and deliver better conversations — not just faster ones. 

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