Moneytree
Moneytree is an accurate, comprehensive, and transparent financial planning solution.
What is Moneytree?
Moneytree is an easy, effective solution for busy financial advisors. This software is a comprehensive solution for both goal-based and cash-flow tools that empowers you to be as customized as you need to be. The Elite package is perfect for comprehensive planners and advisors holding a diverse book of business ranging from young clients to clients approaching retirement.
Screenshots
Video
Features
Chart of Accounts
Data Import/Export
Income & Balance Sheet
Profit/Loss Statement
Third-Party Integrations
Budgeting/Forecasting
Reporting/Analytics
FAQ
The official website of Moneytree is https://www.moneytree.com/
Moneytree is an easy, effective solution for busy financial advisors. This software is a comprehensive solution for both goal-based and cash-flow tools that empowers you to be as customized as you need to be. The Elite package is perfect for comprehensive planners and advisors holding a diverse book of business ranging from young clients to clients approaching retirement.
Moneytree belongs to the Budgeting, Financial Reporting category.
Moneytree offers features such as Chart of Accounts, Data Import/Export, Income & Balance Sheet, Profit/Loss Statement, Third-Party Integrations, Budgeting/Forecasting, Reporting/Analytics.
No, Moneytree does not offer a free trial.
Pricing
Starting at:
$1981/per year
Free Trial Available