money tree financial planning software

muncie, ind., dec. 16, 2021 /prnewswire/ — moneytree software, ltd, an accutech systems corporation company and a leading provider of cloud-based financial planning solutions, announced today the acquisition of efinplan, a website dedicated to helping individuals understand the importance of robust financial planning. “we hope that by continuing to create an accessible hub of resources around the benefits of financial planning, we help advisors in stressing the necessity of using financial education resources for their clients and prospects.” “efinplan is thrilled to be joining the moneytree family,” said kent irwin, co-founder, and prior president and ceo of efinplan.

“when we first launched efinplan in 2007, never did we imagine that we’d have the opportunity to see it join a company that has been successful in the market for 40 years and that has a wealth of knowledge when it comes to serving the financial planning needs of advisors and clients alike. the acquisition of efinplan demonstrates moneytree’s broader commitments to creating a fruitful financial experience for advisors and their clients, helping advisors grow their business, and aiding in the effective and efficient use of financial technology. about moneytree softwaremoneytree software is a pioneer in the development of financial planning technology to support the vital work of financial planners and advisors. the company focuses on empowering independent planners and advisors to develop mathematically advanced tools that produce accurate, repeatable results, inspiring the trust and confidence of both financial professionals and their clients.

note: the latest money tree version no longer integrates with advisors assistant. in order to pass the data, you must install money tree’s total task wizard, a free utility in the software download section at www.moneytree.com. first, you need to install the money tree package you are using or you want to use. if you do not already own money tree, you can download a 90 day fully functional trial copy at . advisors assistant communicates with the money tree software. this is a separate download and installation available on the money tree software web site at /partners and click on the “install the import/export wizard” button below all of the logos.

the wizard does not work with silver financial planner, but money tree does have a version of the wizard that works with silver.. if this is the first time you are using the money tree software, you may not yet have a “database” created on your system, so before using the wizard, start the money tree software from your desktop and create the money tree database. at this point, you are no longer using advisors assistant, so any questions should be fielded by money tree technical support. the data sent is controlled by the data accepted by money tree. the following fields are sent to money tree. the fact that a value is available to the outside program does not mean that the program is set up to use it. note: the fact that a field is available to another program does not mean that the program is using the field.

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moneytree software has a rich history in financial planning and an eye for making the complex—simple. we’re serious about delivering the strongest moneytree software is a pioneer in the development of financial planning technology to support the vital work of financial planners and advisors advisors assistant will pass data to money tree software’s silver financial planner or total planning suite. in order to pass the data, you must install, money tree software pricing, moneytree, moneytree software support, financial planning software cost, money tree nft, money tree login, moneytree locations, moneytree payment, moneytree app, moneytree customer service.

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