We are pleased to welcome one of our newest members, Moneytree Software, a trusted financial planning software provider that empowers advisers to deliver more collaborative, transparent, and impactful planning experiences.

Moneytree is a pioneer in cash-flow-based financial planning, combining robust calculation accuracy with intuitive design to help advisers turn complex data into meaningful conversations.

“Moneytree is so easy to use. And those one-page reports? They make a big difference in client engagement and understanding,” — Rick Kelley, CFP®, CSA®, Certified Senior Adviser, CMFC.

Moneytree helps financial advisers deliver plans that inspire trust and clarity. Built on more than four decades of innovation, the platform combines powerful calculation accuracy with a collaborative, client-focused design. Advisers use Moneytree to model complex financial scenarios, present data with confidence, and simplify even the most sophisticated planning discussions. By turning insights into understanding.

Moneytree empowers firms to strengthen relationships, improve efficiency and elevate the client experience through transparent, goal-driven planning.

Discover more about Moneytree Software by clicking here.