Moneytree Software

Moneytree Software makes financial planning software for independent advisors and multi-advisor firms, including representatives at broker-dealers. The company has built planning software since 1981.

The product supports both goals-based plans and full cash-flow plans. Core functions include retirement and tax planning, Social Security claiming analysis, Monte Carlo simulation, what-if scenarios, guided data entry and a client portal. The higher tier adds business ownership analysis, rental property planning, advanced estate planning, a Roth conversion calculator, a configurable withdrawal order and an audit trail. Enterprise customers get firm-wide plan standards, permission controls, implementation support and access to Merit, an investment research and analytics tool.

Moneytree has been part of Accutech Systems Corporation since 2019 and offers integration with Accutech's Cheetah software. Plan users can import client and account data from partner firms, and members of partner broker-dealers and organizations receive discounts. Published prices are $1,195 per user per year for the Essential plan and $2,195 per user per year for Elite; enterprise pricing is quoted. The software is delivered through the cloud.