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Financial planning software for financial advisors9815 ext. 0 115 South Walnut Street, Muncie, IN
Moneytree Software makes financial planning software for financial advisors and wealth professionals. Its calculation engine handles scenario modeling and tax and Monte Carlo analysis, and its visual tools let advisors build plan reports and share updates with clients securely. The company was founded in 1981 and joined Accutech Systems Corporation in 2019.
Advisors can request a demo through the website. The software integrates with CRM systems, portfolio managers and document storage platforms. Support is available by phone and through a support center. The office is on South Walnut Street in Muncie, Indiana.
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