Moneytree

6.1easy start · #28of 34
in Financial Planning Software

Free to practise onno
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $99.58/mo.

Moneytree is ranked #28 of 34 in financial planning software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $99.58/mo.

Moneytree plans and pricing

All plans

Essential $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 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: No
Client portal: Yes

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The record

Product: Moneytree provides financial planning software for advisors, with tools for client plans and advisor-client conversations.
Planning: The platform supports goals-based and cash-flow planning, scenario modeling, transparent assumptions, and customizable visuals.
Essential audience: Essential is positioned for advisors seeking streamlined goals-based planning, including advisors serving accumulation-phase clients.
Elite audience: Elite is positioned for advisors serving complex, high-net-worth clients who need deeper planning capabilities.
Account aggregation: Integrations with Aqumulate, MX, BNY Mellon Pershing X, and Schwab connect account or investment information with Moneytree.
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.
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.
Data transmission: Moneytree says personal information sent to its subscription processing service, Maxio, is protected using encryption such as SSL.
Support: The Client Support Team is available Monday through Friday, 8:00 AM to 8:00 PM ET, at 877-421-9815 ext. 0.
Company history: Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019.
Company location: Moneytree lists its address as 115 South Walnut Street, Muncie, Indiana 47305.
Headquarters: Muncie, Indiana, United States
Price from: $99.58/mo

Where it ranks on The Geeks Club

Best Financial Planning Software in 2026#28 of 34
Best Financial Advisor Software in 2026#29 of 31

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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