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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Moneytree Advise

    N/AN/AMoneytree 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

    Score7 out of 10
    N/AShrimpy, 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
    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.
    Incentivized
    Read full review
    Pros
    Moneytree Software
    No answers on this topic
    Shrimpy
    • Connects accounts.
    • Automate trading however i don't use this currently.
    • Copy trades etc.
    Incentivized
    Read full review
    Cons
    Moneytree Software
    No answers on this topic
    Shrimpy
    • No financial security.
    • No mobile app (yet).
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    ScreenShots

    Moneytree Advise Screenshots

    Screenshot of Easily Illustrate Retirement ScenariosScreenshot of Onboard Clients Easily