List of Moneytree Advise Customers
Muncie, 47305, IN,
United States
Since 2010, our global team of researchers has been studying Moneytree Advise customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Moneytree Advise for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Moneytree Advise for Portfolio and Investment Performance and Planning include: Orrstown Bank, a United States based Banking and Financial Services organisation with 404 employees and revenues of $126.0 million, Abacus Planning Group, a United States based Banking and Financial Services organisation with 30 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using Moneytree Advise, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Moneytree Advise customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Abacus Planning Group | Banking and Financial Services | 30 | $18M | United States | Moneytree | Moneytree Advise | Portfolio and Investment Performance and Planning | 1998 | n/a |
In 1998, Abacus Planning Group implemented Moneytree Advise to support wealth and financial planning across its advisory practice. The deployment emphasized Portfolio and Investment Performance and Planning capabilities for client-facing planning and scenario analysis in the United States.
Core functional modules implemented included scenario modeling, Monte Carlo simulation, and tax and estate planning features, which were used for interactive plan creation and scenario analysis. Moneytree Advise was embedded in client meetings to enable collaborative plan adjustments and structured financial planning conversations.
Operational coverage focused on the firm’s advisory team and client review workflows, standardizing how scenarios and planning assumptions were documented and reviewed. Governance changes centered on embedding the application into regular client engagement processes, and the deployment is credited with improving client engagement and supporting more collaborative conversations across the firm.
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Orrstown Bank | Banking and Financial Services | 404 | $126M | United States | Moneytree | Moneytree Advise | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Orrstown Bank implemented Moneytree Advise into its retirement and wealth planning workflows in the United States. Moneytree Advise in the Portfolio and Investment Performance and Planning category was introduced to provide advisor facing planning, reporting, and tax and estate planning functionality.
The deployment focused on centralizing planning artifacts and automating client reporting to make advisor conversations more consistent. Configuration emphasized tax and estate planning capabilities and an advisor planning workspace that supports scenario based plan construction and client ready deliverables. Implementation activity concentrated on advisor workflows for retirement and wealth planning rather than enterprise wide back office systems.
Operational coverage included Orrstown Bank wealth advisors and retirement plan teams across its United States footprint, aligning planning outputs with client meetings and internal advisory reviews. The rollout was advisor facing and centered on improving reporting cadence and the clarity of client conversations, with Moneytree Advise used as the planning system of record for those workflows.
Governance adjustments consolidated planning ownership within advisory management and standardized reporting templates to drive internal efficiency. As reported, the implementation streamlined reporting, enhanced tax and estate planning capabilities, and supported clearer client conversations.
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