Moneytree Advise vs. Trustmatic (discontinued)
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
Moneytree Advise | N/A | 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 |
Trustmatic (discontinued) | Score10 out of 10 | N/A | Trustmatic software supported verification processes and KYC compliance. The application is no longer available for sale. | N/A |
| Moneytree Advise | Trustmatic (discontinued) | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
| Offerings |
| |||||||||||||||
| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | Pricing is per advisor. Some discounts may apply for IBDs. | — | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| Moneytree Advise | Trustmatic (discontinued) | |
|---|---|---|
| Likelihood to Recommend | - | 10.0 |
| Moneytree Advise | Trustmatic (discontinued) | |
|---|---|---|
| Likelihood to Recommend | No answers on this topic |
|
| Pros | No answers on this topic |
|
| Alternatives Considered | No answers on this topic |
|
| Return on Investment | No answers on this topic |
|
| ScreenShots | Moneytree Advise Screenshots |



