--- 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 & Product Details 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 * * * Seller [Moneytree Software](https://www.g2.com/sellers/moneytree-software-fd9c315d-c57f-4d66-aa07-5efa793bdeef) Discussions [Moneytree Advise Community](https://www.g2.com/products/moneytree-advise/discuss) Languages Supported English Overview by Brandon Coppernoll Show More ## Top-Rated Alternatives [ ![Koyfin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Koyfin") Koyfin 4.8/5(132) ](https://www.g2.com/products/koyfin/reviews) [ ![Asset-Map](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asset-Map") Asset-Map 4.8/5(129) ](https://www.g2.com/products/asset-map/reviews) [ ![Spreadsheet Server by insightsoftware](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Spreadsheet Server by insightsoftware") Spreadsheet Server by insightsoftware 4.4/5(81) ](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) [ View All Alternatives ](https://www.g2.com/products/moneytree-advise/competitors/alternatives) ## User Insights Average based on 7 real user reviews. [Log in to unlock pricing and user insights](/login) ![Nithees Balaji M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nithees Balaji M.") NM Nithees Balaji M. DevOps Engineer Mid-Market (51-1000 emp.) 9/4/2023 "Best tool for Financial Advising" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite LN Laurie N. Managing Principal Small-Business (50 or fewer emp.) 10/19/2021 "Long-time user...because of the data integrity and service" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 10/12/2022 "Money tree review" 3.5/5 What do you like best about Moneytree Advise? In depth planning analysis about the current financial infrastructure of clients Review collected by and hosted on G2.com. What do you dislike about Moneytree Advise? Not user friendly UI and lesser known to the public Review collected by and hosted on G2.com. What problems is Moneytree Advise solving and how is that benefiting you? Finance Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Varqa K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Varqa K.") VK Varqa K. IT Manager Mid-Market (51-1000 emp.) 12/12/2017 "Moneytree not a bad solution" 3.5/5 What do you like best about Moneytree Advise? The ease of design and views available in the system. Review collected by and hosted on G2.com. What do you dislike about Moneytree Advise? The documentation can be a bit hard to follow. Review collected by and hosted on G2.com. Recommendations to others considering Moneytree Advise: Do your homework. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 5/12/2022 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Medical Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Practice") UM Verified User in Medical Practice Small-Business (50 or fewer emp.) 9/24/2020 "One of the best software products I have every used!" 5/5 What do you like best about Moneytree Advise? I love the easy of use and the intuitive navagating process. Review collected by and hosted on G2.com. What do you dislike about Moneytree Advise? I actually can not think of anything I would change. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 10/3/2020 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 4/17/2018 "money tree review" 4.5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Moneytree Advise: I am in the process of moving my practice from RetireUP to money tree Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/25/2017 "Money Tree for Financial Advising" 3.5/5 What do you like best about Moneytree Advise? Simplicity, ease of use, functionality. Very easy to train on or even self-teach. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Moneytree Advise? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Moneytree Advise ](https://www.g2.com/products/moneytree-advise/discussions/new) GU Guest User • Last activity almost 3 years ago What is Moneytree Plan used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-moneytree-plan-used-for) [ View all Discussions ](https://www.g2.com/products/moneytree-advise/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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