Moneytree ranked #1 in overall satisfaction in the 2025 Kitces AdvisorTech Study—the highest-rated financial planning software across all platforms. Advisors rated Moneytree highest for:

Toll free: 877-421-9815 Support: 877-421-9815 ext. 0 115 South Walnut Street Muncie, IN 47305

Founded in 1981, we’ve been developing financial planning solutions for over 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients.

Made for advisors who value clarity, confidence, and connection — Moneytree brings modern financial planning software into every conversation and helps you develop stronger relationships along the way.

Moneytree Elite The Next Generation of Comprehensive Financial Planning Moneytree Essential The Next Generation of Goal Based Financial Planning Moneytree Plan In depth financial planning …

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