Moneytree Advise 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
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Overview

Moneytree Advise

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Pricing

Starting at $795.00 per year

About Moneytree Advise

Moneytree Advise is a financial planning software designed to help busy financial advisors support their clients. The software features intuitive navigation, an assumptions-based methodology, and clear reporting. This allows advisors to spend more time with clients and less time creating financial plans.

The software provides several key capabilities to help advisors work more efficiently. It offers instant side-by-side scenario comparisons, enabling rich client interactions. Moneytree Advise also includes account aggregation, allowing advisors to view a client's retail accounts, liabilities, investments, and insurance policies in one place. This streamlines the data gathering process and provides better insights.

Additionally, the software offers detailed debt reduction plans, asset allocation analysis, retirement planning, and estate planning features. These enables advisors to educate clients, create debt-freedom strategies, and help clients fulfill their financial goals and legacies.

Moneytree Advise Screenshots

Moneytree Advise Pricing and Plans

Starting price: $795.00 per year

Free Trial

Free Version

Moneytree Advise

$795.00

per user, per year

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Moneytree Advise Features

Popular features found in Financial Management
Budgeting/Forecasting
Cash Management
Multi-Currency
Project Management
Revenue Recognition
Tax Management
More features of Moneytree Advise
Alerts/Notifications
Audit Trail
Bonds/Stocks
Client Management
Client Portal
Compliance Tracking
Consolidation/Roll-Up
Data Import/Export
Fee Management
Financial Reporting
For Investment Advisors
For Investors & Traders
Fund Management
Investment Management
Investments Tracking
Modeling & Simulation
Performance Metrics
Planning Tools
Risk Management