Moneytree Advise vs. Shrimpy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Moneytree Advise
Score 0.0 out of 10
N/A
Moneytree Advise is presented as a solution for busy planners. Advise is designed to allow users to spend more time with clients and less time creating financial plans through navigation and clear reports, with instant, side-by-side scenario comparisons that allow for rich client interaction.N/A
Shrimpy
Score 7.0 out of 10
N/A
Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.
$19
per month
Pricing
Moneytree AdviseShrimpy
Editions & Modules
No answers on this topic
Starter
$19
per month
Professional
$79
per month
Enterprise
$299
per month
Offerings
Pricing Offerings
Moneytree AdviseShrimpy
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPricing is per advisor. Some discounts may apply for IBDs.20% discount available for annual pricing.
More Pricing Information
Community Pulse
Moneytree AdviseShrimpy
Top Cons

No answers on this topic

User Ratings
Moneytree AdviseShrimpy
Likelihood to Recommend
-
(0 ratings)
7.0
(1 ratings)
User Testimonials
Moneytree AdviseShrimpy
Likelihood to Recommend
Moneytree Software
No answers on this topic
Shrimpy
Shrimpy is a good visual aid but it lacks some key features, such as a mobile app.
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Pros
Moneytree Software
No answers on this topic
Shrimpy
  • Connects accounts.
  • Automate trading however i don't use this currently.
  • Copy trades etc.
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Cons
Moneytree Software
No answers on this topic
Shrimpy
  • No financial security.
  • No mobile app (yet).
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Alternatives Considered
Moneytree Software
No answers on this topic
Shrimpy
Shrimpy is simpler to use, and the portfolio rebalancing to adjust to market movements is its best asset. This was used for stocks and shares prior and works in a similar way with crypto. Not sure as to the long-term gains this will provide but the theory stacks up.
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Return on Investment
Moneytree Software
No answers on this topic
Shrimpy
  • Crypto has taken a hit so ROI is negative at the moment but it will go back up.
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ScreenShots

Moneytree Advise Screenshots

Screenshot of Easily Illustrate Retirement ScenariosScreenshot of Onboard Clients Easily