Common Questions
If your question is not answered below, please contact us directly.
How much does the software cost?
You can see our pricing for individual Advisors and Planners on our website, however, if you are an enterprise looking for a group of licenses or have questions about what you see online reach our sales team at 877-421-9815 ext. 1 or sales@moneytree.com.
How can I purchase the software?
If you start a trial and are ready to purchase while in the trialing period, you can simply let the trial roll over into a purchase. If you want to add a license contact our sales team at 877-421-9815 ext. 1 or sales@moneytree.com.
What other technologies integrate with Moneytree’s software?
We are continuing to grow our network of integration partners and our current list of integration partners can be found at moneytree.com/partners.
Who can I contact when I have a question about the software’s technical use while I’m using it?
Contact our technical support team at 877-421-9815 ext. 0 or support@moneytree.com for you technical questions about the software.
Can I speak with someone about scheduling a demonstration of the product?
Contact our sales team at 877-421-9815 ext. 1 or sales@moneytree.com to speak with a representative about your interest in seeing a demo.
Can I have an extension on my 14-day trial?
Contact our sales team at 877-421-9815 ext. 1 or sales@moneytree.com to request an extension on your 14-day trial.
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