Wealth & Private Banking › Financial Planning & Advice › Cash Flow Analysis

Moneytree

Advisor financial planning software with account aggregation and interactive what-if cash-flow scenarios.

Work at Moneytree? Claim your profile with an Enhanced Listing — keep it accurate and reach buyers.

Overview

Moneytree is financial planning software for advisors that combines in-depth planning with account aggregation, giving advisors visibility into a client's accounts across many institutions including banks, credit cards, insurance and retirement accounts. A client portal and interactive what-if tools support scenario-based conversations.

Owned by Accutech Systems Corporation, Moneytree helps advisors analyse client finances and build detailed plans, with aggregation delivered through a third-party data platform.

Key Features

+ Account aggregation across financial institutions
+ Cash-flow and detailed financial planning
+ Interactive what-if scenario tools
+ Client portal
+ Consolidated view of client accounts
+ Planning analysis for advisors

Integrations

Account aggregation providersOpen API

See something inaccurate or out of date? Let our editorial team know.