---
description: Learn more about Moneytree Advise. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Moneytree Advise Reviews, Cost & Features | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/1071/financial-management/software) > [Moneytree Advise](/software/2078261/moneytree-advise)

# Moneytree Advise

Canonical: https://www.getapp.com.au/software/2078261/moneytree-advise

> Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Moneytree Advise

Streamlined, goal-based financial planning software allows advisors to work more efficiently and serve more clients
Intuitive navigation, assumptions-based methodology, and clear reports spend less time creating plans and more time advising
Instant side-by-side scenario comparisons enable rich client interactions
Helps advisors grow their business by educating clients on financial planning and empowering them to achieve goals
Provides detailed debt reduction plans, asset allocation analysis, budgeting tools, and other resources to build client confidence

## About the vendor

- **Company**: Moneytree Software
- **Founded**: 1981

## Commercial Context

- **Starting Price**: USD 795.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Discounts may be available for IBDs.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Alerts/Notifications
- Audit Trail
- Bonds/Stocks
- Budgeting/Forecasting
- Cash Management
- Client Management
- Client Portal
- Compliance Tracking
- Consolidation/Roll-Up
- Data Import/Export
- Fee Management
- Financial Reporting
- For Investment Advisors
- For Investors & Traders
- Fund Management
- Investment Management
- Investments Tracking
- Modeling & Simulation
- Performance Metrics
- Planning Tools

## Integrations (3 total)

- Cheetah Wealth Management
- MX Technologies
- Redtail CRM

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial Management Software](https://www.getapp.com.au/directory/1071/financial-management/software)

## Related Categories

- [Financial Management Software](https://www.getapp.com.au/directory/1071/financial-management/software)
- [Investment Management Software](https://www.getapp.com.au/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.com.au/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Mint](https://www.getapp.com.au/software/90509/mint) — 4.5/5 (140 reviews)
3. [Plaid](https://www.getapp.com.au/software/113185/plaid) — 4.4/5 (95 reviews)
4. [Allvue](https://www.getapp.com.au/software/2035787/allvue) — 5.0/5 (1 reviews)
5. [Powens](https://www.getapp.com.au/software/2055757/budget-insight) — 3.8/5 (4 reviews)

## Links

- [View on GetApp](https://www.getapp.com.au/software/2078261/moneytree-advise)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/moneytree-advise/> |
| en-AE | <https://www.getapp.ae/software/2078261/moneytree-advise> |
| en-AU | <https://www.getapp.com.au/software/2078261/moneytree-advise> |
| en-CA | <https://www.getapp.ca/software/2078261/moneytree-advise> |
| en-GB | <https://www.getapp.co.uk/software/2078261/moneytree-advise> |
| en-IE | <https://www.getapp.ie/software/2078261/moneytree-advise> |
| en-NZ | <https://www.getapp.co.nz/software/2078261/moneytree-advise> |
| en-SG | <https://www.getapp.sg/software/2078261/moneytree-advise> |
| en-ZA | <https://www.getapp.za.com/software/2078261/moneytree-advise> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Review, Compare and Evaluate small business software. GetApp Australia has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.com.au","url":"https://www.getapp.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.com.au/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Moneytree Advise","description":"Moneytree Advise is an efficient solution designed for busy financial advisors. It allows advisors to serve more accumulation-phase clients with streamlined, goal-based plans. The intuitive navigation, goal-based planning, and clear reporting features enable advisors to spend more time engaging with clients and less time creating financial plans. Instant side-by-side scenario comparisons facilitate rich client interactions.\n\nMoneytree Advise enables advisors to educate clients on the value of financial planning, create debt-freedom strategies based on client goals, and empower clients to fulfill their legacies. The software provides financial literacy tools, including detailed debt reduction plans, educational reports on asset allocation, market risk, and diversification, as well as intuitive budgeting worksheets for collaborative planning with clients. Simulators allow advisors to make clients' dreams happen through \"What-If\" and \"When-If\" analyses.\n\nThe platform offers a secure client access portal for improved engagement, a document vault for easy and safe communication, and comprehensive investment and asset allocation tools. Advisors can review investments, suggest changes, and easily explain the power of compounding. Moneytree Advise also provides robust insurance analysis, retirement planning, and estate planning capabilities, helping advisors prepare clients for their financial futures","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/dee4d4fa-d205-48e3-82fe-a5c98c2a88fd.png","url":"https://www.getapp.com.au/software/2078261/moneytree-advise","@type":"SoftwareApplication","@id":"https://www.getapp.com.au/software/2078261/moneytree-advise#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"offers":{"price":"795","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Management Software","position":2,"item":"/directory/1071/financial-management/software","@type":"ListItem"},{"name":"Moneytree Advise","position":3,"item":"/software/2078261/moneytree-advise","@type":"ListItem"}],"@id":"https://www.getapp.com.au/software/2078261/moneytree-advise#breadcrumblist"}]}
</script>