Moneytree 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Moneytree

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Pricing

Starting at $1,195.00 per year

About Moneytree

Moneytree is a financial planning software designed for advisors. It provides the tools and capabilities needed to create accurate, transparent, and engaging financial plans that help clients achieve their financial goals.

The software includes features such as visual reports, analytics, and interactive tools. These enable advisors to collaborate with clients and make their financial health and plans easier to understand. Moneytree supports a range of financial planning areas, including business ownership, education, estate planning, life insurance, and retirement distribution. This allows advisors to address their clients' diverse financial needs in a streamlined and user-friendly manner.

Moneytree's calculation engine ensures the accuracy of financial plans, allowing clients to see how the advisor arrived at the recommendations. Features like a client portal, account aggregation, and interactive "what-if" scenario tools simplify the financial planning experience for both advisors and their clients.

Moneytree Screenshots

Moneytree Pricing and Plans

Starting price: $1,195.00 per year

Free Trial

Free Version

Elite

$1,981.00

per user, per year

No plan information available

Essential

$1,195.00

per user, per year

No plan information available

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Moneytree Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Moneytree
Access Controls/Permissions
Asset Lifecycle Management
Audit Trail
Budgeting/Forecasting
Chart of Accounts
Expense Management
Forecasting
Income & Balance Sheet
Multi-Company
Profit/Loss Statement
Third-Party Integrations
"What If" Scenarios