Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Financial planning software for relationship-focused advisors building goals-based and cash-flow plans.
Description
Moneytree Merit provides financial planning software for advisors who emphasize client relationships, supporting goals-based and detailed cash-flow planning with interactive scenarios and client-friendly output.
Integrations
Moneytree Merit has 9 integrations in our directory
Search below to find what you're looking for
- Albridge Level 3
- Aqumulate Level 3
- FinMason Level 3
- Holistiplan Level 3
- Nitrogen Wealth Level 3
- Redtail Level 3
- Salesforce Level 3
- Schwab Advisor Center Level 3
- Wealthbox Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer sandbox URL
No
