G2

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.