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Moneytree Advise
Planning solution for busy financial advisors
Table of Contents
Moneytree Advise - 2026 Pricing, Features, Reviews & Alternatives
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Moneytree Advise overview
What is Moneytree Advise?
Moneytree Advise is an efficient solution designed for busy financial advisors. It allows advisors to serve more accumulation-phase clients with streamlined, goal-based plans. The intuitive navigation, goal-based planning, and clear reporting features enable advisors to spend more time engaging with clients and less time creating financial plans. Instant side-by-side scenario comparisons facilitate rich client interactions.
Moneytree Advise enables advisors to educate clients on the value of financial planning, create debt-freedom strategies based on client goals, and empower clients to fulfill their legacies. The software provides financial literacy tools, including detailed debt reduction plans, educational reports on asset allocation, market risk, and diversification, as well as intuitive budgeting worksheets for collaborative planning with clients. Simulators allow advisors to make clients' dreams happen through "What-If" and "When-If" analyses.
The platform offers a secure client access portal for improved engagement, a document vault for easy and safe communication, and comprehensive investment and asset allocation tools. Advisors can review investments, suggest changes, and easily explain the power of compounding. Moneytree Advise also provides robust insurance analysis, retirement planning, and estate planning capabilities, helping advisors prepare clients for their financial futures
Key benefits of using Moneytree Advise
Intuitive navigation, assumptions-based methodology, and clear reports spend less time creating plans and more time advising
Instant side-by-side scenario comparisons enable rich client interactions
Helps advisors grow their business by educating clients on financial planning and empowering them to achieve goals
Provides detailed debt reduction plans, asset allocation analysis, budgeting tools, and other resources to build client confidence
Starting price
per year
Alternatives
with better value for money
Moneytree Advise’s user interface
Moneytree Advise reviews
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Moneytree Advise's features
Moneytree Advise alternatives
Moneytree Advise
Starting from
795
/user
Per year
Macabacus
Starting from
200
Per year
Acumatica Cloud ERP
Starting from
No pricing info
Yardi Investment Manager
Starting from
No pricing info
Moneytree Advise pricing
Value for money rating:
Starting from
795
/user
Per year
User opinions about Moneytree Advise price and value
Value for money rating:
Moneytree Advise integrations (1)
Top integrations
Moneytree Advise support options
Typical customers
Platforms supported
Support options
Moneytree Advise FAQs
Moneytree Advise has the following pricing plans:
Starting from: $795.00/year
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of Moneytree Advise?
Moneytree Advise has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does Moneytree Advise support?
Moneytree Advise supports the following languages:
English
Q. Does Moneytree Advise offer an API?
No, Moneytree Advise does not have an API available.
Q. What other apps does Moneytree Advise integrate with?
Moneytree Advise integrates with the following applications:
Redtail CRM
Q. What level of support does Moneytree Advise offer?
Moneytree Advise offers the following support options:
Email/Help Desk, Phone Support