Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
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.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.