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).

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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