Moneytree

Name: Moneytree
Price: 1195 USD

Place

#25 of 34

Chart

Score

5.9

The facts below are what the maker publishes about Moneytree, checked and dated. Our editors have not written about it yet.

Plans and prices

From Moneytree's own pricing page, checked 7 Oct 2026.

Plan	Price	What it gives you
Essential	$1,195 a year	Goals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry · per user/ per year
Elite	$2,195 a 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 · per user/ per year
Enterprise	Priced on request	Onboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem · Contact Us

Each one read from Moneytree's own pages, with the date it was checked.

Account aggregation: Integrations with Aqumulate, MX, BNY Mellon Pershing X, and Schwab connect account or investment information with Moneytree.checked 7 Oct 2026
Data transmission: Moneytree says personal information sent to its subscription processing service, Maxio, is protected using encryption such as SSL.checked 7 Oct 2026
Elite audience: Elite is positioned for advisors serving complex, high-net-worth clients who need deeper planning capabilities.checked 7 Oct 2026
Essential audience: Essential is positioned for advisors seeking streamlined goals-based planning, including advisors serving accumulation-phase clients.checked 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.checked 7 Oct 2026
Product: Moneytree provides financial planning software for advisors, with tools for client plans and advisor-client conversations.checked 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.checked 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.checked 7 Oct 2026

Company history: Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019.checked 7 Oct 2026
Company location: Moneytree lists its address as 115 South Walnut Street, Muncie, Indiana 47305.checked 7 Oct 2026
Headquarters: Muncie, Indiana, United Stateschecked 28 Sep 2026

Planning: The platform supports goals-based and cash-flow planning, scenario modeling, transparent assumptions, and customizable visuals.checked 7 Oct 2026