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What is Moneytree Plan used for?

What is Moneytree Plan used for?
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Moneytree Plan
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Moneytree Plan
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Moneytree Plan is a comprehensive financial planning tool for cash-flow based or goal based planning. It has many features including: account aggregation, client access portal, Estate planning, holistic reporting options, monte carlo, real estate planning, report audit trail, risk assessment and insurance analysis, secure document sharing.
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Moneytree Advise is an easy, effective solution for busy financial advisors. This software simplifies client onboarding and provides an interactive experience for financial planning. The software focu
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