Moneytree Software

About

Founded in 1981, Moneytree was an early pioneer in the development of financial planning technology to support the vital work of financial planners and advisors. Its focus on empowering independent planners and advisors led the company to develop mathematically advanced tools that produced accurate, repeatable results, inspiring the trust and confidence of both financial professionals and their clients. Moneytree is now a part of the Accutech Systems Corporation family which has a rich history of delivering innovative and personal solutions within the wealth management industry.

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