TrustRadius: an HG Insights company

Moneytree Advise vs. Trustmatic (discontinued)

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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

    Trustmatic (discontinued)

    Score10 out of 10
    N/ATrustmatic software supported verification processes and KYC compliance. The application is no longer available for sale.N/A
    Pricing
    Moneytree AdviseTrustmatic (discontinued)
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Moneytree AdviseTrustmatic (discontinued)
    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.—
    More Pricing Information
    User Ratings
    Moneytree AdviseTrustmatic (discontinued)
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (3 ratings)
    User Testimonials
    Moneytree AdviseTrustmatic (discontinued)
    Likelihood to Recommend
    Moneytree Software
    No answers on this topic
    Discontinued Products
    Trustmatic is best for businesses that use facial recognition or ID verification when accessing their system. It uses AI to protect clients from identity fraud. Clients' data is completely safe since the technology can identify fake documents and distinguish live photos from traps. It searches for images through databases to prevent unwanted users from entering the system
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    Pros
    Moneytree Software
    No answers on this topic
    Discontinued Products
    • Saves time on manual verification
    • Fast and seamless integration
    • Supporting over 13k IDs all over the world
    Read full review
    Alternatives Considered
    Moneytree Software
    No answers on this topic
    Discontinued Products
    Better support, better pricing, better features.
    Read full review
    Return on Investment
    Moneytree Software
    No answers on this topic
    Discontinued Products
    • Increased revenue
    • Saves time on manual verifications
    • Less money spent on user acquisition
    Read full review
    ScreenShots

    Moneytree Advise Screenshots

    Screenshot of Easily Illustrate Retirement ScenariosScreenshot of Onboard Clients Easily