TrustRadius Insights
Comprehensive Planning Analysis: Several users have praised Moneytree Plan for its in-depth planning analysis capabilities. They …
Overview
What is Moneytree Plan?
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…
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What is Moneytree Plan?
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…
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.moneytree.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.
What is Shrimpy?
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.
Product Details
- About
- Competitors
- Tech Details
What is Moneytree Plan?
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.
Moneytree Plan Competitors
- eMoney Advisor
- RightCapital
- Envestnet MoneyGuide
- NaviPlan by Advicent
- Orion Enterprise (Advizr)
Moneytree Plan Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Comparisons
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Reviews
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
Comprehensive Planning Analysis: Several users have praised Moneytree Plan for its in-depth planning analysis capabilities. They appreciate the software's comprehensive tools and features that allow them to thoroughly analyze their clients' current financial infrastructure.
User-Friendly Interface: Reviewers frequently mention the ease of design and views offered by Moneytree Plan. The software provides a user-friendly interface with clear and intuitive visualizations of financial data, making it easy for users to navigate and understand.
Robust Financial Analytics: Many users admire the depth and integrity of the analytics in Moneytree Plan. The software offers robust and reliable financial analysis capabilities, empowering users to make well-informed decisions based on accurate data insights.
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Lack of user-friendly interface: Several users have expressed dissatisfaction with the user interface of Moneytree Plan, stating that it is not particularly helpful and lacks a modern look. Users feel that the software could be more intuitive and easier to navigate.
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Difficult-to-follow documentation: Some users have found the documentation provided by Moneytree Plan to be hard to follow. They have suggested that clearer instructions and explanations would greatly improve their experience with the software.
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Complicated report generation: A number of users have mentioned that the report generated by Moneytree Plan is too complicated for client presentations. They feel that simpler, more visually appealing reports would better serve their needs in communicating financial concepts to clients effectively.