Moneytree Advise Reviews & Product Details

The reviews offered by moneytree are in-depth and very detailed. The tool is very easy to use and has tons of features compared to the competitors. Moneytree shows fixed and variable income which is very helpful for the financial planning. Overall the tool is very useful and intuitive. Review collected by and hosted on G2.com.

The reports are very insightful and in-depth but an option to generate simpler version of report would have been great since not everyone understands the complete insights. Review collected by and hosted on G2.com.

What I like best about Moneytree Plan is the depth and integrity of the analytics and the transparency of how the program works. Additionally, their service is excellent, both in providing help when needed or in accepting suggestions for changes or modifications to the program. They're consistent, our clients understand the reports, and they allow a great deal of customization to accommodate my thought process and my educational goals for our clients. Review collected by and hosted on G2.com.

Some of their financial concepts could be illustrated for clients using more charts and graphs and not just numbers. Review collected by and hosted on G2.com.

In depth planning analysis about the current financial infrastructure of clients Review collected by and hosted on G2.com.

Not user friendly UI and lesser known to the public Review collected by and hosted on G2.com.

The ease of design and views available in the system. Review collected by and hosted on G2.com.

The documentation can be a bit hard to follow. Review collected by and hosted on G2.com.

I love the easy of use and the intuitive navagating process. Review collected by and hosted on G2.com.

I actually can not think of anything I would change. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Simplicity, ease of use, functionality. Very easy to train on or even self-teach. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.