Moneytree Solutions: Side-by-side
Compare our solutions to see which is right for you.
Which solution fits your advising style?
“Financial planning is the cornerstone of my practice. I love to go as in-depth as possible.”
If you want to create the most comprehensive plans on the market, then Moneytree Elite is for you. Within one solution, you can perform a wide variety of specialized planning functions without purchasing additional tools.
“I believe financial planning is important, but an assumptions-based model is plenty for what I want to do. I need to create plans very quickly.”
If you serve primarily accumulation-phase clients who need streamlined, goal-based plans, then Moneytree Essential is the solution for you. Introduce financial planning to clients and help them work toward saving what they need and reducing debt.
Or better yet — keep your options open.
When you purchase Moneytree Elite, you have access to both comprehensive, cash-flow planning tools AND streamlined goal-based tools. This means you do not have to stick to one advising style. You can effortlessly switch back and forth between cash-flow and goal-based plans, depending on the situation.
Feature Comparison
General Planning
| Planning functions | Elite | Essential |
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Cash-flow based planning |
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Goals-based planning |
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Client portal |
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Guided data entry |
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Responsive planning pages |
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What-If analysis |
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Monte Carlo |
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One page summary |
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Medicare premiums (Part B) |
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Future changes |
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Third party integrated |
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Custom Planning
| Planning functions | Elite | Essential |
|---|---|---|
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Account aggregation |
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Life insurance illustration |
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Business ownership |
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Rental real estate |
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Roth conversion calculator |
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Fully customizable withdrawal order |
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Audit trail |
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Specialized Planning
| Planning functions | Elite | Essential |
|---|---|---|
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Education planning |
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Basic estate planning |
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Retirement income distribution |
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Retirement planning |
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Social Security optimization |
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Tax planning |
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Advanced estate planning |
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Tax strategies |
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Options planning |
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Still available for a limited time
Our newest solution, Moneytree Essential, is coming in January. But if you are ready to start your Moneytree journey today, you can still buy Moneytree Advise for a limited time. Enjoy many of the same features included in Moneytree Essential.