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Moneytree
Financial planning platform for advisor-client engagement
Table of Contents
Moneytree - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Moneytree overview
What is Moneytree?
Moneytree is a comprehensive financial planning platform designed for advisors who value client relationships and want to grow their business. At the core of Moneytree is a focus on client engagement.
The platform provides visual reports, analytics, and interactive tools that make it easier for advisors to collaborate with clients and help them understand their financial health and plans. Clients can access their information through an intuitive client portal, which also offers account aggregation for a comprehensive view of their financial situation.
Moneytree features an accurate calculation engine for sharing financial assessments with clients. Advisors can also demonstrate how they arrived at their recommendations, fostering an environment of trust and integrity. The platform's comprehensive planning tools cover a wide range of financial aspects, including business ownership, education planning, estate planning, life insurance analysis, retirement distribution, and more.
Moneytree reviews
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Moneytree's key features
Most critical features, based on insights from Moneytree users:
All Moneytree features
Moneytree alternatives
Moneytree
Starting from
1195
/user
Per year
QuickBooks Online
Starting from
38
Per month
Xero
Starting from
25
Per month
NetSuite
Starting from
No pricing info
Moneytree pricing
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Moneytree integrations (2)
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Moneytree support options
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