# Moneytree Advise Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Moneytree Advise Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/211894/Moneytree-Plan --- # Moneytree Advise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $795 Per User, Per Year Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.moneytree.com&name=Moneytree Advise) ## 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. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $795 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (251) Value For Money 0.0 (0) Value For Money 3.8 (241) Customer Service 0.0 (0) Customer Service 4.2 (247) ## Moneytree Advise alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Mint](https://www.capterra.com/p/213530/Mint/) [4.5 (140)](https://www.capterra.com/p/213530/Mint/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (105)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## 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 to professional advisory businesses rather than a specific company size, spanning independent practices and larger advisory organizations. Features and Usability ### What are the key features of Moneytree Advise? Moneytree Advise offers planning tools for investment advisors and investors, plus client management and a client portal for account access. It includes budgeting and forecasting, cash management, investments tracking, and investment management. Additional features cover financial reporting, compliance tracking, audit trail, fee management, risk management, and data import/export. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does Moneytree Advise integrate with? Moneytree Advise connects natively to Cheetah Wealth Management, MX Technologies, and Redtail CRM. These integrations cover wealth management data, account aggregation, and client relationship management, giving the platform direct links to core advisory systems. Getting Started and Support ### What customer support options does Moneytree Advise offer? Moneytree Advise provides Email/Help Desk and Phone Support for customer assistance. These channels give users direct ways to ask for help with product questions, account issues, and setup needs. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A record of all activities within the system, including user access, changes made, etc. Purchase and track both bonds and stocks in the portfolio Create budgets based on historical data and future projections Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and report regulatory data to either internal management or external stakeholders Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Import and export data to and from software applications Track collected or paid charges for services performed or access granted Generate reports to assess the financial performance of an organization Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Manage and handle financial assets as well as other investments. Monitor capital allocation and asset prices over time Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties 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.