Introduction to MoeMoney

MoeMoney is a financial analysis platform that helps Canadian Certified Financial Planners (CFPs) model and optimize their clients' tax strategies.

What MoeMoney Does

• ITA-accurate tax calculations (CDA, GRIP, RDTOH, TOSI, AMT)
• AI-powered analysis using Claude
• Client portal for secure data sharing
• T-slip and NOA OCR processing
• 8 workflow templates for common planning scenarios

Getting Started

Advisors access MoeMoney through the advisor dashboard. Clients receive a portal invite from their advisor.