1. [Home](https://www.g2.com/) 2. ... 3. [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) 4. [Moneytree Advise Discussions](https://www.g2.com/products/moneytree-advise/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_87821a1c5cac722da86f6db4abeb7378/moneytree-advise.png "Product Avatar Image") ](/products/moneytree-advise/reviews) [ Moneytree Advise ](/products/moneytree-advise/reviews) (7)4.1/5 Moneytree Advise is an easy, effective solution for busy financial advisors. This software simplifies client onboarding and provides an interactive experience for financial planning. The software focuses on clients in the early stages of accumulating wealth or directly on those planning for retirement. Moneytree Advise features goal-based financial plans, an interactive client access portal, and debt freedom analysis to help your clients succeed. - Budget builder - Client access portal - Debt freedom analysis and reporting - Financial literacy educational reports - Goal-based retirement planning - Interactive What-if client tools - Management reporting tools - Risk assessment and insurance analysis - Secure document sharing - White-label branded reports Show More * * * ### 57.0 Nps Score Already have Moneytree Advise? ### All Moneytree Advise Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is Moneytree Plan used for? ](/discussions/what-is-moneytree-plan-used-for) What is Moneytree Plan used for? [ Financial Analytics Software ](https://www.g2.com/tags/financial-analytics-software) * * * \<0\>0\>Upvotes 0 * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Moneytree+Advise+questions+and+get+answers+from+expert+users+in+our+Moneytree+Advise+Discussions+section.&title=Moneytree+Advise+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmoneytree-advise%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Moneytree+Advise+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmoneytree-advise%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmoneytree-advise%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Moneytree+Advise+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmoneytree-advise%2Fdiscuss%0aAsk+Moneytree+Advise+questions+and+get+answers+from+expert+users+in+our+Moneytree+Advise+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Moneytree+Advise+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmoneytree-advise%2Fdiscuss%0aAsk+Moneytree+Advise+questions+and+get+answers+from+expert+users+in+our+Moneytree+Advise+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/moneytree-advise/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_87821a1c5cac722da86f6db4abeb7378/moneytree-advise.png "Product Avatar Image") ### Have you used Moneytree Advise before? Answer a few questions to help the Moneytree Advise community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fmoneytree-advise%2Fdiscuss%3Fsmall_ask%3Dmoneytree-advise) No ## Top Contributors in Moneytree Advise 1 SA Loading... ### [Sarah A.](https://www.g2.com/users/59442889-6bb9-4759-8fb7-9217d6c4cb36 "Sarah A.") Product Marketer 1 pt