Create Your 14-day Free Trial Account

Ready to start planning with Moneytree?

Included in your 14-day free trial account:

You get two weeks of full access to the full platform —nothing is hidden or disabled!
Financial planning tools needed to create and deliver financial plans for your clients from day one.
Access to client onboarding tools to grow your business.
Full access to free technical support and the customer success team.
No risk to you! Any time during your free trial, you can cancel your account (but you probably won’t want to).

Moneytree Plan^® PLAN FOR ANYTHING $1,495 per year, per advisor after trial expires on 06/22/2023
Moneytree Advise^® ADVISE WITH CONFIDENCE $695 per year, per advisor after trial expires on 06/22/2023

With Moneytree Plan you can:

Offer comprehensive financial planning services, making you more competitive
Work collaboratively with your clients
Gain a holistic understanding of your client’s investments and other assets
Provide a complete financial picture
Deliver plans for any stage in your client’s wealth journey

Here’s just a few features Moneytree Plan offers:

Client Access Portal for Collaboration
Secure Document Vault for Document Sharing
Branded, Customizable Reports
Report Audit Trails to Verify Results
Interactive What-If? Scenario Tools
Goal-based Planning for Pre-retirement
Cash-flow Planning for Post-retirement
Detailed Itemized Cash Flow
Project Annual Net Worth
Deep Income Tax Analysis
Estate Tax and Chart Illustrations
Record Future Events
Assess Future Changes
Roth Conversion Modeling

With Moneytree Advise you can:

Introduce financial planning to new clients
Work collaboratively and build deeper relationships with your clients
Create and update more plans faster
Build retirement plans based on client goals
Empower your client’s financial confidence

Here’s just a few features Moneytree Advise offers:

Client Access Portal for Collaboration
Secure Document Vault for Document Sharing
Branded, Customizable Reports
Management Reports
Interactive What-If? Scenario Tools
Goal-based Planning for Pre-retirement
Debt Freedom Analysis
Insurance Needs Analysis
Retirement Capital Analysis
Retirement Summary Shortage Solutions
Future Estate Tax Estimates

Your 14-Day Free Trial Begins by Creating Your Account with a Valid Credit Card.

In order to keep Moneytree Software a safe, secure, and sustainable solution, we require new trial account holders to verify their identity with a payment method. You won't be charged until after the 14-day trial period…and we'll remind you!
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