Moneytree Plan vs. Shrimpy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Moneytree Plan
Score 0.0 out of 10
N/A
Moneytree Plan’s in-depth planning captures and analyzes clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for clients and choose the most suitable approach for clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options.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 PlanShrimpy
Editions & Modules
No answers on this topic
Starter
$19
per month
Professional
$79
per month
Enterprise
$299
per month
Offerings
Pricing Offerings
Moneytree PlanShrimpy
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPrice per advisor. Some discounts may be available for IBDs.20% discount available for annual pricing.
More Pricing Information
Community Pulse
Moneytree PlanShrimpy
Top Cons

No answers on this topic

User Ratings
Moneytree PlanShrimpy
Likelihood to Recommend
-
(0 ratings)
7.0
(1 ratings)
User Testimonials
Moneytree PlanShrimpy
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