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Money Tree Software


Create and deliver financial plans anytime, anywhere with financial planning tools.

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Money Tree Software Reviews

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Money Tree Software review by User in Financial Services
User in Financial Services
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"money tree review"

What do you like best?

I save my small practice about $1000 per year from my previous financial planning tools. I like that this is an affordable option for my small investment practice, it has the ability to show multiple lines of income and inputs for investments and investment performance. I like the ability to show fixed and variable income, and how the depth of detail in the reports

What do you dislike?

the look of the inputs could be more modern, I would value the ability to be more interactive within a client meeting, or the ability to use this tool on the ipad. The report can get too complicated for client presentation, I like the simplicity of other tools better.

The desktop copy feels antiquated compared to the retireup software I was using before.

Recommendations to others considering the product

I am in the process of moving my practice from RetireUP to money tree

What business problems are you solving with the product? What benefits have you realized?

I am able to use this software to help visualize retirement income for my clients. I am able to effectively illustrate the need for guaranteed income options, and the importance of creating a retirement income plan.

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Money Tree Software review by User in Banking
User in Banking
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Review Source

"Money Tree for Financial Advising"

What do you like best?

Simplicity, ease of use, functionality. Very easy to train on or even self-teach.

What do you dislike?

There are definitely fancier looking systems with better looking charts/graphic outputs. Pricing is slightly high when compared to other software that seem more advance in terms of design/updates.

What business problems are you solving with the product? What benefits have you realized?

Financial planning- giving clients the big picture and helping them plan for the future. The system is very simplistic, which goes over well with clients who aren't familiar with financial software themselves. Not too many frills, just to the point data.

What Other Finance & Insurance solution do you use?

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* We monitor all Money Tree Software reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.