---
description: Review of Moneytree Advise Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Moneytree Advise | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/3401/financial-management-system/software) > [Moneytree Advise](/software/491222/Moneytree-Plan)

# Moneytree Advise

Canonical: https://www.softwareadvice.ie/software/491222/Moneytree-Plan

> 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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Moneytree Software
- **Founded**: 1981

## Commercial Context

- **Starting Price**: US$795.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Discounts may be available for IBDs.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Alerts/Notifications
- Audit Trail
- Bonds/Stocks
- Budgeting/Forecasting
- Cash Management
- 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

## Integrations (3 total)

- Cheetah Wealth Management
- MX Technologies
- Redtail CRM

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial Management Software](https://www.softwareadvice.ie/directory/3401/financial-management-system/software)

## Related Categories

- [Financial Management Software](https://www.softwareadvice.ie/directory/3401/financial-management-system/software)
- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.ie/software/393202/quickbooks-online) — 4.3/5 (8393 reviews)
2. [PayPal](https://www.softwareadvice.ie/software/104664/paypal) — 4.6/5 (26301 reviews)
3. [Agicap](https://www.softwareadvice.ie/software/437138/agicap) — 4.3/5 (161 reviews)
4. [FreshBooks](https://www.softwareadvice.ie/software/135928/freshbooks) — 4.5/5 (4506 reviews)
5. [Xero](https://www.softwareadvice.ie/software/2976/xero) — 4.4/5 (3273 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/491222/Moneytree-Plan)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/491222-Moneytree-Plan/> |
| en-AU | <https://www.softwareadvice.com.au/software/491222/Moneytree-Plan> |
| en-GB | <https://www.softwareadvice.co.uk/software/491222/Moneytree-Plan> |
| en-IE | <https://www.softwareadvice.ie/software/491222/Moneytree-Plan> |
| en-NZ | <https://www.softwareadvice.co.nz/software/491222/Moneytree-Plan> |

-----

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