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Moneytree
Financial planning platform for advisor-client engagement
Table of Contents
Moneytree - 2026 Pricing, Features, Reviews & Alternatives
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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.
Key benefits of using Moneytree
Builds trust with clients through an accurate calculation engine
Enhances client relationships through collaboration, sharing visually engaging reports, analytics, and interactive planning tools
Provides transparency so clients can see how recommendations are calculated
Includes an intuitive client portal with account aggregation for complete financial picture
Starting price
per year
Alternatives
with better value for money
Moneytree reviews
Overall rating
No reviews
- Value for money
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- Features
- Customer support
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Moneytree's features
Moneytree alternatives
Moneytree
Starting from
1195
/user
Per year
Macabacus
Starting from
200
Per year
Limelight
Starting from
999
Per month
Longview Tax
Starting from
No pricing info
Moneytree pricing
Pricing plans
Pricing details:
User opinions about Moneytree price and value
Value for money rating:
Moneytree integrations (2)
Top integrations
Moneytree support options
Typical customers
Platforms supported
Support options
Training options
Moneytree FAQs
Moneytree has the following pricing plans:
Starting from: $1981.00/year
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of Moneytree?
Moneytree has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does Moneytree support?
Moneytree supports the following languages:
English
Q. Does Moneytree offer an API?
Yes, Moneytree has an API available for use.
Q. What other apps does Moneytree integrate with?
Moneytree integrates with the following applications:
Wealthbox, Redtail CRM
Q. What level of support does Moneytree offer?
Moneytree offers the following support options:
Email/Help Desk, Phone Support