Moneytree
C
C tier on Financial Planning SoftwareScore 6.0 · #27 of 34
- Android app
- Not listed
- Free plan
- No
- Paid plans from
- $99.58/mo
- Runs on
- Web
Summary
Moneytree is ranked #27 of 34 in financial planning software on Everything Xiaomi. It runs on Web. There is no free plan. Paid plans start at $99.58/mo.
Moneytree plans and pricing
All plansEssential $1,195/yr per user/ per year Goals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry moneytree.com · 7 Oct 2026
Elite $2,195/yr per user/ per year Everything in Essential · cash-flow planning · business ownership and rental real estate analysis · advanced estate planning · Roth conversion calculator · tax strategies and options · audit trail · customizable withdrawal order moneytree.com · 7 Oct 2026
Enterprise Not published Contact Us Onboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem moneytree.com · 7 Oct 2026
Compared on financial planning software
- Free plan
- Nomoneytree.com
- Client portal
- Yesmoneytree.com
Facts
- Product
- Moneytree provides financial planning software for advisors, with tools for client plans and advisor-client conversations.moneytree.com · 7 Oct 2026
- Planning
- The platform supports goals-based and cash-flow planning, scenario modeling, transparent assumptions, and customizable visuals.moneytree.com · 7 Oct 2026
- Essential audience
- Essential is positioned for advisors seeking streamlined goals-based planning, including advisors serving accumulation-phase clients.moneytree.com · 7 Oct 2026
- Elite audience
- Elite is positioned for advisors serving complex, high-net-worth clients who need deeper planning capabilities.moneytree.com · 7 Oct 2026
- Account aggregation
- Integrations with Aqumulate, MX, BNY Mellon Pershing X, and Schwab connect account or investment information with Moneytree.moneytree.com · 7 Oct 2026
- Other integrations
- The integrations page lists FinMason for portfolio analytics, Nitrogen for risk tolerance, Cheetah for trust accounting, fpPathfinder for planning knowledge, and Redtail, Salesforce, and Wealthbox for CRM.moneytree.com · 7 Oct 2026
- Security
- Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States.moneytree.com · 7 Oct 2026
- Data transmission
- Moneytree says personal information sent to its subscription processing service, Maxio, is protected using encryption such as SSL.moneytree.com · 7 Oct 2026
- Support
- The Client Support Team is available Monday through Friday, 8:00 AM to 8:00 PM ET, at 877-421-9815 ext. 0.support.moneytree.com · 7 Oct 2026
- Company history
- Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019.moneytree.com · 7 Oct 2026
- Company location
- Moneytree lists its address as 115 South Walnut Street, Muncie, Indiana 47305.moneytree.com · 7 Oct 2026
Company
- Headquarters
- Muncie, Indiana, United Statesmoneytree.com · 28 Sept 2026
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Sources
- moneytree.com· checked 7 Oct 2026
- moneytree.com/pricing/· checked 7 Oct 2026
- moneytree.com/integrations/· checked 7 Oct 2026
- moneytree.com/privacy-policy/· checked 7 Oct 2026
- support.moneytree.com/hc/en-us· checked 7 Oct 2026
- moneytree.com/about/· checked 7 Oct 2026