What does Moneytree do?

Moneytree delivers plans you can trust so that you can focus on what matters: building relationships with your clients. Engage. Engage your clients with customizable reports , document sharing, and online access to include them in the process.

How long has Moneytree been around?

Founded in 1981, Moneytree Software has a rich history 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.

How do you care for a money tree?

Your Money Tree prefers indirect bright light, and can adjust to lower light. Too much direct light will scorch the leaves, but too little light will cause slow growth and yellow leaves. Rotate your plant monthly to keep growth even. Water your Money Tree when the soil volume is 50-75% dry. Always check the soil moisture before watering.

What are the benefits of having a money tree?

The Money Tree gets its name from the Feng Shui belief that it will bring positive energy and good luck to the owner. It has been said the Money Tree may reduce stress, anxiety, and may also help relieve sleeping disorders.