---
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. 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

  ### 2. 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.

  ### 3. 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+10%3A12%3A31+-0500&secure%5Bsession_id%5D=90682643-2928-4ee2-bd77-611a05fe1ab7&secure%5Btoken%5D=c8bf05b3a755cd98411a19e8b5c0cf8bb71326eefdc59916cfb04c6d454352df&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

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