Moneytree Software

??Confusion is the #1 trust killer. When clients don’t understand their financial plans, they feel uncertain, and uncertainty leads to hesitation. How can technology help? By simplifying complex concepts and making financial planning feel clear rather than confusing. More on this idea here: https://hubs.ly/Q03dFZZ30

There is a rise of younger investors shopping for an expert to help them. So, what are they looking for?

AI is transforming financial planning, but trust is still built on personal relationships. ? AI can enhance efficiency and analysis. ?? Clients may be skeptical of AI-driven decisions. ?? The key? Balancing AI tools with human expertise. How are you integrating AI into your practice? More on what’s ahead for financial tech: https://hubs.ly/Q03cTPtv0

Financial advisors have a lot to keep up with in 2025. What’s top of mind? ? The potential expiration of the TCJA tax cuts ? A market favoring stock-pickers and strategic investing ? The rise of younger investors wanting transparency and tech-forward planning More on what to expect: https://hubs.ly/Q03cTSt_0

Big News! Moneytree's parent company, Accutech Systems, earned Tech Company of the Year for Indiana at the 2025 TechPoint Mira Awards! ?? Accutech Systems and Moneytree believe that when you put people first, success follows. The company's commitment to helping financial institutions thrive through innovation fuels everything we do. #IndianaTech #2025MiraAwards #planwithprecision

Have you tried Moneytree Essential yet? Advisors are already loving the goals-based solution designed to simplify workflows and deliver better results faster. Want to learn more? Join our webinar on Feb. 6 at 3 p.m. EST as we demo Essential, share behind-the-scenes insights, and answer your questions. Register for the webinar: https://hubs.ly/Q0343FM70 #MoneytreeEssential #PlanwithPrecision

Today, we’re excited to launch Moneytree Essential, the streamlined, goals-based financial planning solution that’s designed to help you: ? Save time with seamless integrations ? Engage clients with live scenario tools ? Simplify workflows with a sleek, modern design Start your FREE 14-day trial now and see how Essential can transform your practice: https://hubs.ly/Q033p1tq0 Plus, join us on Feb. 6 at 3 p.m. EST for a webinar to explore Essential and learn how we built it for advisors like you. Register here: https://hubs.ly/Q033pbY90 #MoneytreeEssential #PlanwithPrecision

The wait is almost over! On January 21, we’ll be unveiling Moneytree Essential, a solution that simplifies goals-based planning and enhances client engagement. Built with feedback from advisors like you, Essential combines streamlined workflows with powerful integrations and a modern design. Sign up for our webinar on Feb. 6 at 3 p.m. EST to see Essential in action. Register here: https://hubs.ly/Q032FdTD0 #MoneytreeEssential #PlanwithPrecision

Get ready to revolutionize your financial planning with a NEW goals-based solution designed to simplify your workflows and enhance client engagement. Mark your calendar for Jan. 21 to learn more about how Moneytree Essential can transform your practice. And don’t miss our webinar on Feb. 6 at 3 p.m. EST for a demo and insights. Register now: https://hubs.ly/Q032wY_50 #MoneytreeEssential #PlanwithPrecision

Cheers to new beginnings, fresh starts, and the excitement of what lies ahead. Happy New Year from Moneytree!