---
description: Review of Moneytree Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Moneytree | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/1904/financial-reporting/software) > [Moneytree](/software/489658/Moneytree)

# Moneytree

Canonical: https://www.softwareadvice.com.au/software/489658/Moneytree

> Moneytree is a financial planning software designed for advisors. It provides the tools and capabilities needed to create accurate, transparent, and engaging financial plans that help clients achieve their financial goals. 

The software includes features such as visual reports, analytics, and interactive tools. These enable advisors to collaborate with clients and make their financial health and plans easier to understand. Moneytree supports a range of financial planning areas, including business ownership, education, estate planning, life insurance, and retirement distribution. This allows advisors to address their clients' diverse financial needs in a streamlined and user-friendly manner.

Moneytree's calculation engine ensures the accuracy of financial plans, allowing clients to see how the advisor arrived at the recommendations. Features like a client portal, account aggregation, and interactive "what-if" scenario tools simplify the financial planning experience for both advisors and their clients.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Moneytree Software
- **Founded**: 1981

## Commercial Context

- **Starting Price**: USD 1,981.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Discounts may be available for IBDs.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- "What If" Scenarios
- Access Controls/Permissions
- Asset Lifecycle Management
- Audit Trail
- Budgeting/Forecasting
- Cash Management
- Chart of Accounts
- Consolidation/Roll-Up
- Data Import/Export
- Expense Management
- Forecasting
- Income & Balance Sheet
- Multi-Company
- Profit/Loss Statement
- Reporting/Analytics
- Third-Party Integrations

## Integrations (4 total)

- Cheetah Wealth Management
- MX Technologies
- Redtail CRM
- Wealthbox

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software)
- [Business Budgeting Software](https://www.softwareadvice.com.au/directory/265/budgeting-forecasting-software/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.com.au/software/393202/quickbooks-online) — 4.3/5 (8393 reviews)
2. [Xero](https://www.softwareadvice.com.au/software/2976/xero) — 4.4/5 (3273 reviews)
3. [NetSuite](https://www.softwareadvice.com.au/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews)
4. [Syft Analytics](https://www.softwareadvice.com.au/software/115065/syft-analytics) — 4.7/5 (186 reviews)
5. [QuickBooks Enterprise](https://www.softwareadvice.com.au/software/49801/qb-enterprise) — 4.5/5 (20613 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/489658/Moneytree)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/489658-Moneytree/> |
| en-AU | <https://www.softwareadvice.com.au/software/489658/Moneytree> |
| en-GB | <https://www.softwareadvice.co.uk/software/489658/Moneytree> |
| en-IE | <https://www.softwareadvice.ie/software/489658/Moneytree> |
| en-NZ | <https://www.softwareadvice.co.nz/software/489658/Moneytree> |

-----

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