--- title: "Moneytree Advise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Moneytree Advise Software - reviews, pricing plans, popular comparisons to other Financial Management products and more." source_url: "https://www.capterra.com/p/211894/Moneytree-Plan/" page_type: "product" language: "en" --- # Moneytree Advise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Moneytree Advise ## What is Moneytree Advise? Moneytree Advise is a streamlined tool designed to meet the needs of advisors working with clients needing goal-based plans. It uses intuitive navigation, assumptions-based methodology, and clear reports that allow you to spend more time with clients and less time creating financial plans. ## What is Moneytree Advise used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $795 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Moneytree Advise?[Manage this product listing](https://www.g2.com/products/moneytree-advise/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Moneytree Advise 0.0 VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $795 Per User, Per Year Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (26,641) Value For Money 0.0 (0) Value For Money 4.2 (20,480) Customer Service 0.0 (0) Customer Service 4.0 (20,738) ## Moneytree Advise alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,663)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Agicap](https://www.capterra.com/p/196637/Agicap/) [4.3 (161)](https://www.capterra.com/p/196637/Agicap/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/196637/Agicap/) ## FAQs about Moneytree Advise Overview ### What company size and specific industries is Moneytree Advise built for? Moneytree Advise is designed for financial services firms and advisory practices, including Registered Investment Advisors, Investment Advisors, Certified Financial Planners, Certified Financial Analysts, and Financial Advisors. It is best suited for professional advisory teams rather than general business users, regardless of firm size. Features and Usability ### What are the key features of Moneytree Advise? Moneytree Advise offers planning tools for investment advisors, investors, and traders, plus client management and a client portal. It includes budgeting and forecasting, cash management, investment management, and investments tracking, along with financial reporting, performance metrics, compliance tracking, audit trail, fee management, and data import/export. Integrations ### Which third-party tools and platforms does Moneytree Advise integrate with? Moneytree Advise integrates with Cheetah Wealth Management, MX Technologies, and Redtail CRM for wealth management, data aggregation, and client relationship management. Getting Started and Support ### What customer support options does Moneytree Advise offer? Moneytree Advise provides email/help desk and phone support for customer assistance. No reviewer feedback is available on response times, helpfulness, or common support frustrations, so support quality cannot be characterized from user experience data. ## Features AI summary Based on 877 Financial Management reviews Capterra reviewers highlight these as the features buyers focus on most when comparing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Moneytree Advise supports **Performance Metrics** and **Investments Tracking**, so firms can monitor portfolio results and keep a clear view of holdings over time. However, it does not include **Reporting/Analytics**. Instead, it offers **Data Import/Export** (**38%**), which gives teams another way to move portfolio data between systems and maintain accurate records, helping businesses track investment activity and review performance more efficiently. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Budgeting/Forecasting Create budgets based on historical data and future projections Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Client Management Manage contact details and communication with clients Moneytree Advise 21 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Data Import/Export: Import and export data to and from software applications - Fee Management: Track collected or paid charges for services performed or access granted - Financial Reporting: Generate reports to assess the financial performance of an organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Moneytree Advise $795.00 Per User,Per Year ## Integrations [ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ MX Technologies](https://www.capterra.com/p/198467/MX/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.