Money Tree Software is a leading provider of high-impact planning software based in Kalamazoo, MI. Their comprehensive solutions, including Moneytree Plan and Moneytree Advise, empower financial advisors to engage clients, assess finances quickly, and develop comprehensive plans to fulfill legacies. With the most accurate calculation engine on the market, Money Tree Software helps advisors build trust with unparalleled accuracy and simplify the complex financial planning process.
Consolidating work in one program, Money Tree Software offers comprehensive planning capabilities for business ownership, education planning, estate planning, retirement distribution, and more. Their best-in-class reports, client portal, account aggregation, and interactive What-If Scenario tools make it easier for advisors to go the extra mile and provide clients with on-demand, digital access to their financial information. Whether you are an established professional or a growing firm, Money Tree Software has the right solution to meet your financial planning needs.
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