Cheers to new beginnings, fresh starts, and the excitement of what lies ahead. Happy New Year from Moneytree!

The future of financial planning is clearer, more connected, and more human. Explore the key trends shaping the industry in 2026 in our latest blog: https://t.co/Vuqcjt2icO

Merry Christmas and Happy Holidays from the Moneytree team. We hope your holiday season is filled with joy, rest, and time with those who matter most.

This season reminds us how fortunate we are to work with advisors who bring clarity and care to the clients they serve. From all of us at Moneytree, Happy Thanksgiving. Read our full gratitude recap here: https://t.co/lIqi6huL2U

When markets move, clear communication matters more than ever. Discover how advisors can use simple visuals and transparent planning tools to guide clients through volatility in our new blog: https://t.co/s0leHIQeBa

Moneytree ranked #1 in overall satisfaction in the 2025 Kitces AdvisorTech Study. Learn what sets us apart in our latest blog: https://t.co/xa3HZ0VejM

This Veterans Day, we give special honor to the brave people who have served our country. From the bottom of our hearts, thank you.

Collaboration builds confidence. See how Abacus Planning Group uses Moneytree to turn financial planning into a true partnership with their clients in our latest case study: https://t.co/cyRIGpNJJ8

Don't be scared of comprehensive financial planning! Moneytree's technical accuracy and audit trail help you back into calculations so your plan is all treats and no tricks.

When accuracy and trust matter most, advisors turn to Moneytree. See how Laurie Nardone has used the platform’s data integrity to create personalized financial plans for decades in our latest case study: https://t.co/AzTgDtYGvE

Younger investors expect transparency in their planning. Discover how cash-flow projections make it easier to show the long-term impact of today’s financial choices in our latest article: https://t.co/6gpJIYBj5u

Meet Brandon Burton, Regional Sales Manager at Moneytree. Learn more about his story and what drives his work in our latest team spotlight: https://t.co/jdGkjdY7Ef

No two clients share the same financial goals, and their plans shouldn’t either. Discover how advisors are using technology to customize strategies and strengthen relationships here: https://t.co/ZRCLSdB6CB

At Orrstown Bank, Colin Fry and Philip Fague recently introduced Moneytree — and they’re already seeing more efficiency, cleaner reports, and stronger client conversations. Read the full case study here: https://t.co/5ubNrpOd2Z

We’re excited to be in New Orleans for the Insider’s Forum! David Lewis and Pat Spencer are at the Moneytree booth this week, connecting with advisors, sharing insights, and exploring new ways to simplify planning. If you're at the conference, stop by and say hello!

We remember and honor the lives lost and the heroes who emerged on this solemn day 24 years ago. Let us stand together in unity, resilience, and remembrance. #NeverForget.

As we gather with family and friends this Labor Day, we're reminded that it's more than just a day off. It's a celebration of hard work, resilience, and the spirit that drives us all forward.

Financial planning isn’t just math. Clients need advisors who can pair numbers with empathy, especially in life’s most difficult moments. Find out more about how valuable advisors can be here: https://t.co/g6VPJUYhP1

The silent client effect: Why unspoken concerns matter more than you think. See Moneytree’s take in Wealth Management’s 2025 Midyear Outlook. https://t.co/t9rzk06mdn #MoneytreeSoftware #PlanToGrow #MarketOutlook #WealthManagementMagazine

Start smarter. Moneytree’s Automated Onboarding Tool makes client intake seamless—so you can focus on what matters most. Read more about what it has to offer here: https://t.co/uQf37pi3iE