Bridges

Moneytree is a leading financial planning software designed to help independent planners and advisors fulfill their clients' legacies. With its accurate calculation engine and comprehensive planning capabilities, Moneytree enables advisors to engage clients, assess finances quickly, and develop comprehensive plans to achieve their clients' dreams.

By simplifying complex financial situations, Moneytree builds trust with unparalleled accuracy, allowing advisors to establish credibility and provide clients with the resources they need to interpret current situations and explain future possibilities. With features like best-in-class reports, client portals, account aggregation, and interactive What-If Scenario tools, Moneytree empowers advisors to go the extra mile and make a lasting impression on their clients.

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