MoneyTree Project Details

MoneyTree Project Details

Vue .NET

Software Overview

MoneyTree project is a comprehensive solution addressing two crucial aspects: bulk signing up of advisors and streamlining subscription management. By implementing these features, MoneyTree aims to enhance scalability and user experience, ultimately driving business growth.

Key Features:

Bulk Sign-Up:

Implementing a streamlined process for signing up multiple advisors at once is essential for MoneyTree’s scalability. With the ability to accommodate up to 20 advisors in a single registration process, this feature significantly reduces the time and effort required for mid-sized companies to onboard. By automating and simplifying the sign-up process, MoneyTree provides a seamless experience for both advisors and administrators.

Unified Subscription View:

Centralizing subscription management into a unified interface allows users to effortlessly view and manage all their MoneyTree subscriptions. This consolidation enhances user experience by providing easy access to essential subscription data, eliminating the need to navigate through multiple platforms. By streamlining subscription management, MoneyTree ensures users have full control over their subscriptions, leading to increased satisfaction and retention.

Subscription Modification:

Empowering users with the flexibility to modify their subscription details is crucial for adapting to evolving business needs. Whether it’s upgrading to a higher tier, adding additional services, or making other adjustments, MoneyTree’s intuitive interface makes subscription modification a seamless process. By putting control in the hands of users, MoneyTree enhances user autonomy and satisfaction, fostering long-term relationships with its customers.

Onboarding Process:

The onboarding process plays a pivotal role in ensuring users can quickly and effectively start using MoneyTree’s software. By providing a user-friendly interface for entering information, customizing their experience, and accessing educational resources, MoneyTree sets the stage for a smooth transition into using its products. This comprehensive onboarding experience not only saves time but also empowers users to make the most out of MoneyTree’s software from the very beginning.

Technology Stack:

  • Frontend: Vue 3 with TypeScript
  • Backend: .NET 7.0 with C#
  • Version Control: Bitbucket


MoneyTree leverages cutting-edge technologies such as Vue 3, TypeScript, .NET 7.0, and C# to deliver a robust and user-friendly solution. With a focus on scalability, usability, and flexibility, MoneyTree is poised to revolutionize advisor sign-ups and subscription management, driving efficiency and growth for its users.