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Money Tree

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial planning to their clients. While the planning industry has changed since Money Tree was founded in 1981, when financial planning software itself was an innovation in the industry, advisors’ needs for the right tools to deliver the best planning are still just as real today. Built by and for financial planners, Money Tree Software offers multiple financial planning solutions to address the unique and varying needs of advisors and their clients.

Money Tree
  • Financial Planning
  • Allocation Comparison
  • Planning Analysis
  • Cash-Flow Planning
  • Goal-Based Planning
  • Analytics
Money Tree

Companies that integrate with Money Tree

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Act4Advisors
Act4Advisors
Act4Advisors utilizes the most popular contact management system, ACT!.
Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Aqumulate
Aqumulate
Aqumulate is a technology firm designing software to aggregate financial data of clients.
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.

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Money Tree

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