Integrations & Efficiencies, Part 2

Get up to speed!

A webinar featuring Patrick Spencer, managing director of Moneytree, and Matthew Garrett, product manager of Moneytree.

Thursday, March 2, at 1 pm EST.

In Part 2 of this two-part webinar series, we will review integrations added to Moneytree Advise and Plan over the past 2 years, with a focus on how advisors can get the most out of our financial planning software. 

There is a reason why Moneytree was ranked #1 in Technical Accuracy and #2 in Simplicity and Ease of Use from The Kitces Report, Volume 1, 2021, and now we want to share with you how to get even more out of our financial planning software.