# What is Moneytree Plan used for?

What is Moneytree Plan used for?

##### Post Metadata
- Posted at: over 2 years ago
- Author title: Pinned by G2 as a common question



## Comments
### Comment 1

Moneytree Plan is a comprehensive financial planning tool for cash-flow based or goal based planning. It has many features including:  account aggregation,  client access portal, Estate planning, holistic reporting options, monte carlo,  real estate planning, report audit trail, risk assessment and insurance analysis, secure document sharing.

##### Comment Metadata
- Posted at: over 2 years ago
- Author title: Product Marketer




## Related Product
[Moneytree Advise](https://www.g2.com/products/moneytree-advise/reviews)

## Related Category
[Financial Analytics](https://www.g2.com/categories/financial-analytics)

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