Moneytree Software integrates Riskalyze into its suite of financial planning tools

AUBURN, Calif.–(BUSINESS WIRE)–Riskthe industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced today Money tree softwarea pioneer in developing financial planning technology that simplifies complexities for advisors, selected the firm’s services to integrate with its platform.

Born from a robust calculation engine, Moneytree continually works to create the most desirable financial planning platform for advisors. As Moneytree continues to refine its software, it provides the tools businesses need to grow their business by partnering with industry-leading platforms such as Riskalyze.

“Over the past year, we’ve spent a lot of our time at Moneytree Software looking for new integration partners who can really add value to the advisor during the financial planning process,” Patrick Spencer, Managing Director at Moneytree Software, said. “Riskalyse was a natural fit.”

Risk analysis has proven particularly vital over the past two years as markets have experienced a high degree of volatility. As a market leader, Riskalyze’s analytics enable wealth management firms to provide the best fiduciary care to their clients, allowing advisors to have a more complete view of the client’s financial journey.

Just as Moneytree has evolved to serve financial advisors, Riskalyze has also continually innovated and added the best integration partners, so businesses and advisors are better able to deliver a differentiated customer experience supported by their technology stack. A recent innovation is Ultimate analysis risk, that combines the power of enterprise-wide risk alignment with next-generation compliance analytics for Registered Investment Advisors (RIA) and Independent Brokers (IBD). Businesses can, for example, review all accounts, ensuring that customers with large cash balances are not paying fees on cash holdings.

“Since the inception of Riskalyze, our goal has always been to identify strategic partners to advance our mission, not just for ourselves, but to provide better financial planning tools and guidance to clients,” said Clifton Schaller, Managing Director, Strategic Partnerships at Riskalyze. “Our mission aligns very well with that of Moneytree, we are excited about how our partnership can improve the financial lives of more investors.”

To learn more about Riskalyze integrations, visit

About Riskalyze

Riskalyze invented the risk number®, which powers the world’s first risk alignment platform and is based on a Nobel Prize-winning academic framework. Advisors, brokers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to improve the quality of their advice, automate trading and asset management. client accounts, and access to world-class models and research in the Riskalyze Partner Store – all with a mission to empower the world to invest without fear. To learn more, visit

About Moneytree

Moneytree Software has pioneered the development of financial planning technology to support the vital work of financial planners and advisors. The company is focused on empowering planners and independent advisors to develop advanced mathematical tools that produce accurate and repeatable results, inspiring confidence in finance professionals and their clients. Moneytree has over 40 years of experience delivering the financial planning and wealth management industry’s most powerful computational engine, while adding innovative technologies and user experiences that drive growth for the practice. advisors and client success.