Moneytree Pricing
Find the right planning solution for your firm
Whether you need streamlined goal-based planning, comprehensive cash-flow analysis, or a scalable solution for your entire enterprise, Moneytree offers a platform designed to grow alongside your business.
Financial planning software options for every advisory firm
Essential
$1,195 per user/ per year
For advisors who want fast, streamlined planning focused on client goals.
For advisors who want fast, streamlined planning focused on client goals.
- Goals-based planning
- Retirement planning
- Tax planning
- Social Security optimization
- Client portal
- Monte Carlo analysis
- What-If scenarios
- Guided data entry
- Best For: Advisors who need streamlined planning for accumulation-phase clients.
Elite
$2,195 per user/ per year
Our most comprehensive planning solution. Everything in Essential, plus:
Our most comprehensive planning solution. Everything in Essential, plus:
- Cash-flow based planning
- Business ownership analysis
- Rental real estate planning
- Advanced estate planning
- Roth conversion calculator
- Tax strategies and options planning
- Audit trail
- Fully customizable withdrawal order
- Best For: Advisors serving complex, high-net-worth clients who require deeper planning capabilities.
Enterprise
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Built for growing firms that need scalability, consistency, and support.
Built for growing firms that need scalability, consistency, and support.
- Onboarding and implementation
- Enterprise-level support
- Firm-wide planning standardization
- Dedicated support resources
- Scalable licensing options
- System training
- Adoption assistance
- Access to the full Moneytree ecosystem
- Best For: Firms with multiple advisors, large client bases, or complex operational needs.
Why Moneytree?
- #1 in Advisor Satisfaction by Kitces AdvisorTech Study 2025
- Industry-leading technical and tax accuracy
- Transparent calculations advisors can explain with confidence
- Goal-based and cash-flow planning in one platform
- Designed to strengthen advisor-client relationships
