We’re excited to share that Moneytree has been named a finalist in the 2025 Wealth Management Industry Awards — better known as the Wealthies.   Our ...

fpPathfinder and Moneytree Software are excited to announce their Knowledge Integration partnership, bringing together their powerful tools to enhance the financial planning experience. As part ...

Moneytree Software has launched a new, game-changing financial planning platform that empowers advisors to capitalize on changing investor expectations and grow their business. Recent research ...

Moneytree is a “Rising Star” among financial planning software providers and holds the highest value among the top four market leaders. That’s the takeaway from ...

By: Muncie-Delaware County Economic Development Alliance— Muncie, IN—Accutech Systems, a leading software company for the trust and investment industry, announced the acquisition of Money Tree ...