# 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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. [4.3 (684)](https://www.capterra.com/p/76/Intacct/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 4.2 (610) Value For Money 0.0 (0) Value For Money 4.0 (517) Customer Service 0.0 (0) Customer Service 4.0 (549) ## Moneytree Advise alternatives [4.2 (2,041)](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 [4.4 (3,292)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.9 (116)](https://www.capterra.com/p/171456/Business-Plan-Software/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,447)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)