Join us tomorrow for our webinar, "Financial Advising to Align Clients' Purpose, Passions, and Plans." Marguerita Cheng will host a discussion about how to help clients identify and meet their financial goals through careful planning. Register here: https://hubs.ly/Q02wlMcY0
Moneytree Software
Financial Services
Muncie, Indiana 775 followers
Our Mission: Support trusted advisors and create financially confident clients.
About us
Moneytree Software has a rich history in financial planning and an eye for making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry advisors can trust. And we believe everyone should have a financial plan, and we won’t stop until we help you build them all. Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. In turn, your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.
- Website
- https://www.moneytree.com
External link for Moneytree Software
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Muncie, Indiana
- Type
- Privately Held
- Founded
- 1981
- Specialties
- Financial Planning Software
Locations
- Primary
Get directions
115 S Walnut St
Muncie, Indiana 47305, US
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Get directions
2358 NW Kings Blvd
Corvallis, Oregon 97330, US
Employees at Moneytree Software
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Patrick M Spencer
Managing Director of Moneytree Software at Accutech Systems Corporation
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Sarah Aldridge
Product Marketer at Moneytree
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Quincy Muhammad
Regional Sales Manager at Money Tree Software | #presales #saas #financialplanning #wealthmanagement
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Evan Knapke
Software Developer II at Moneytree Software
Updates
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It’s time for a change, and this summer Moneytree will deliver. Say goodbye to risky “black-box” technology and embrace a solution built on the foundational principles of transparency, accuracy, and integrity. Visit https://hubs.ly/Q02vSZqG0 to learn more. #planwithprecision
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Just one week left to register for our May 8 webinar, "Financial Advising to Align Clients' Purpose, Passions, and Plans." Marguerita Cheng will host a discussion about how to help clients identify and meet their financial goals through careful planning. Register here: https://hubs.ly/Q02vBnp80 This webinar is eligible for one hour of CFP CE credit upon attendance of the live session.
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It’s time for a change, and this summer Moneytree will deliver. Say goodbye to risky “black-box” technology and embrace a solution built on the foundational principles of transparency, accuracy, and integrity. #planwithprecision Find out more: https://lnkd.in/gkE4Ve-q
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Join us on May 8 for our webinar, "Financial Advising to Align Clients' Purpose, Passions, and Plans." Marguerita Cheng will host a discussion about how to help clients identify and meet their financial goals through careful planning. Register here: https://lnkd.in/gFT5tdxe
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Join us tomorrow for our webinar “Engaging Clients in the Digital Meetings Space” -- registration link in comments. In an increasingly digital world, consumers want a more engaging experience. That’s why Moneytree has partnered with The Meetings Hub to offer you the most innovative way to combine financial planning and advice engagement.
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Just one week left to register for our webinar “Engaging Clients in the Digital Meetings Space” on April 23 at 2 pm. Link in comments. In an increasingly digital world, consumers want a more engaging experience. That’s why Moneytree has partnered with The Meetings Hub to offer you the most innovative way to combine financial planning and advice engagement.
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Join Moneytree Managing Director Patrick M Spencer and other industry experts for this discussion of CFP Board's Technology Standard.
Join our webinar on April 17 from 2:00 - 3:00 p.m. ET for an in-depth exploration of the CFP Board's Technology Standard Guide. Gain valuable insights from experts including CFP Board Staff: Leo Rydzewski, JD, CAE, General Counsel Jonathan Black II, JD, Assistant General Counsel Industry Leaders: Patrick M Spencer, Managing Director, Moneytree Software Matthew Schulte, CLU®, ChFC®, CFP®, Head of Financial Planning, EMONEY Dain Runestad, Senior Vice President, Head of Product, RightCapital Register here: https://lnkd.in/dpSN9jAH
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In an increasingly digital world, consumers want a more engaging experience. That’s why Moneytree has partnered with The Meetings Hub to offer you the most innovative way to combine financial planning and advice engagement. Join us on April 23 at 2 pm EDT for our webinar “Engaging Clients in the Digital Meetings Space” -- link in comments.
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Tomorrow is the day for our webinar "Navigating Complex Tax Strategies using Moneytree Plan." The link is in the comments. Sign up now! Does tax season feel like a challenge? It doesn't have to if you use Moneytree Plan. Join Product Manager Matt Garrett to learn how our comprehensive solutions make life easier this time of year.