--- title: Moneytree Advise Reviews meta_title: 'Moneytree Advise Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Moneytree Advise works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 7 scale: '5' date_modified: '2026-07-12' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Moneytree Advise Reviews **Vendor:** Moneytree Software **Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics) **Average Rating:** 4.1/5.0 **Total Reviews:** 7 ## About Moneytree Advise 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 ## Moneytree Advise Reviews ### 1. Best tool for Financial Advising **Rating:** 4.5/5.0 stars **Reviewed by:** Nithees Balaji M. | DevOps Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2023 **What do you like best about Moneytree Advise?** 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 intuituve. **What do you dislike about Moneytree Advise?** 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. **What problems is Moneytree Advise solving and how is that benefiting you?** Moneytree helps plan the financial strategies for clients, like retirement plans, savings and investment oppurtunities with insightful reports and visualizations. ### 2. Long-time user...because of the data integrity and service **Rating:** 4.5/5.0 stars **Reviewed by:** Laurie N. | Managing Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Moneytree Advise?** 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. **What do you dislike about Moneytree Advise?** Some of their financial concepts could be illustrated for clients using more charts and graphs and not just numbers. **What problems is Moneytree Advise solving and how is that benefiting you?** Moneytree Plan really helps to map out the client's financial future in a way that provides confidence and clear thinking, not only about where they are right now but how things could evolve in the future. The What'-f modeling is very helpful when assessing the viability of a future action - a picture is worth a thousand words...or numbers! Those are all benefits. The only real problems that I've run into is when I am working on a more complex plan where the usual fields of data won't quite suffice. But they always help me find or create a way to illustrate what I'm trying to accomplish. ### 3. Money tree review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Moneytree Advise?** In depth planning analysis about the current financial infrastructure of clients **What do you dislike about Moneytree Advise?** Not user friendly UI and lesser known to the public **What problems is Moneytree Advise solving and how is that benefiting you?** Finance ### 4. Moneytree not a bad solution **Rating:** 3.5/5.0 stars **Reviewed by:** Varqa K. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Moneytree Advise?** The ease of design and views available in the system. **What do you dislike about Moneytree Advise?** The documentation can be a bit hard to follow. **Recommendations to others considering Moneytree Advise:** Do your homework. **What problems is Moneytree Advise solving and how is that benefiting you?** We integrate this product into our business and so we use it daily. ### 5. One of the best software products I have every used! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2020 **What do you like best about Moneytree Advise?** I love the easy of use and the intuitive navagating process. **What do you dislike about Moneytree Advise?** I actually can not think of anything I would change. **What problems is Moneytree Advise solving and how is that benefiting you?** The key problem resolved with this software is managing each individual client in a substantive and meaningful way. ### 6. money tree review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2018 **What do you like best about Moneytree Advise?** 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 about Moneytree Advise?** 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 Moneytree Advise:** I am in the process of moving my practice from RetireUP to money tree **What problems is Moneytree Advise solving and how is that benefiting you?** 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. ### 7. Money Tree for Financial Advising **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Moneytree Advise?** Simplicity, ease of use, functionality. Very easy to train on or even self-teach. **What do you dislike about Moneytree Advise?** 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 problems is Moneytree Advise solving and how is that benefiting you?** 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. ## Moneytree Advise Discussions - [What is Moneytree Plan used for?](https://www.g2.com/discussions/what-is-moneytree-plan-used-for) - 1 comment - [View Moneytree Advise pricing details and edition comparison](https://www.g2.com/products/moneytree-advise/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-15+07%3A19%3A06+-0500&secure%5Bsession_id%5D=bc6dc4d1-8a55-49b7-92dd-0d2fb99eb153&secure%5Btoken%5D=30ffc770742fcec63a6c773e0953581bd4e067dcf02bc6561a3aaea29051a5f1&format=llm_user) ## Moneytree Advise Features **Platform Additional Functionality** - Dashboard - Cloud **Platform Content** - Automation - Content Library **Platform Data** - Visualization **Platform Interoperability** - API **Platform Performance** - Reporting **Agentic AI - Financial Analytics** - Proactive Assistance ## Top Moneytree Advise Alternatives - [Asset-Map](https://www.g2.com/products/asset-map/reviews) - 4.8/5.0 (129 reviews) - [Koyfin](https://www.g2.com/products/koyfin/reviews) - 4.8/5.0 (124 reviews) - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) - 4.4/5.0 (79 reviews)