Money Tree

Product Type:

FINANCIAL PLANNING TOOL

Built by Planners for Planners:

While the planning industry has changed since Money Tree was founded in 1981, advisors’ needs for the right tools to deliver the best planning are still just as real today.

Understand Varying Planning Styles:

We offer multiple financial planning solutions to address the unique and varying needs of advisors and their clients.  From big-picture to in-depth, Money Tree Software has a solution.

Pick the Right Platform for your Practice:

No matter if you require (or prefer) desktop or online software solutions, Money Tree Software allow you to choose the platform that is right for your practice.

INTEGRATION:

Act 4 Advisors, Advent Axys, Albridge, Aqumulate, Junxure, Morningstar Office, Redtail, Veo TD Ameritrade.

PRICING:

SILVER – $495 initial year, discounted renewal pricing is available for current customers.
TOTAL – $1342 initial year, discounted renewal pricing is available for current customers.
TOTAL (Single Approach) – $895 initial year, discounted renewal pricing is available for current customers.

FREE TRIAL AVAILABLE?:

Yes.

CREATED BY:

Money Tree Software

COMPANY ABOUT US:

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial planning to their clients. Planning today makes for a better tomorrow.

CONTACT:

PHONE: 877-421-9815 ext. 4

E-mail: [email protected]