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Planning software

Moneytree

Financial planning software for advisors offering both goals-based and cash-flow planning for each client.

Made by Moneytree Software (an Accutech company) Visit Moneytree's website
Starting priceFrom $1,195/user/yr
One person: about $99.58 a month (our sum)
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “Whether you are an independent advisor serving individuals and families or part of a growing enterprise firm, Moneytree provides financial planning solutions designed to support your clients, your processes, and your long-term growth.”
Vendor says · source
Connections listed10 connectionsSalesforce Financial Services Cloud, Schwab, Redtail and 7 more. Source and date for each below.
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What their website looks like

Screenshot of Moneytree's homepage
Moneytree's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Essential $1,195/user/yr
per user, per year
 Per year
Goals-based planning.
Elite $2,195/user/yr
per user, per year
 Per year
Everything in Essential plus cash-flow based planning.

Enterprise plan: price on request (Contact Us).

Source: Moneytree pricing page. Checked on the vendor's site, Oct 6.

Where Moneytree sits on price

MoneytreeOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

AqumulateMXNitrogenSchwabRedtailWealthbox
Moneytree10 connections listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
FinMasonCheetah (Accutech trust accounting)fpPathfinderSalesforce Financial Services Cloud
Connection cost: not stated on the Moneytree pages we read (Oct 7).
Salesforce Financial Services Cloud
Checked on the vendor's site
  • Direction not stated: the CRM accessed through Moneytree's API, to cut client setup time
Source: Moneytree integrations page. Checked Oct 6.
Schwab
Checked on the vendor's site
  • Data in: assets
Source: Moneytree help centre: Release Notes V2.5.0, published Sep 11, 2025. Checked Oct 6.
Redtail
Checked on the vendor's site
  • Data in: Redtail imports, including assets
Source: Moneytree help centre: Release Notes V2.5.0, published Sep 11, 2025. Checked Oct 6.
Wealthbox
Checked on the vendor's site
  • Data in: household names and dates of birth
Source: Moneytree release notes v2.9.0, published May 19. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Moneytree Software (an Accutech company) lists.

Aqumulate
Checked on the vendor's site
  • Data in: client information the advisor collected in Aqumulate
Source: Moneytree integrations page. Checked Oct 6.
MX
Checked on the vendor's site
  • Data in: clients' outside financial accounts, attached to the plan
Source: Moneytree integrations page. Checked Oct 6.
FinMason
Checked on the vendor's site
  • Direction not stated: historical information and portfolio and holdings analytics
Source: Moneytree integrations page. Checked Oct 6.
Nitrogen
Checked on the vendor's site
  • Data in: client information and the Nitrogen Risk Score
Source: Moneytree integrations page. Checked Oct 6.
Cheetah (Accutech trust accounting)
Checked on the vendor's site
  • Direction not stated: client and holdings information, accessed via API
Source: Moneytree integrations page. Checked Oct 6.
fpPathfinder
Checked on the vendor's site
  • Direction not stated: checklists, flowcharts and summary guides embedded in Moneytree
Source: Moneytree integrations page. Checked Oct 6.

Moving to Moneytree from another tool

What Moneytree Software (an Accutech company)'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Moneytree pages we read

We looked on Oct 8. Before you sign, ask Moneytree Software (an Accutech company) which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

Subscriptions run a year and renew unless you email notice at least 30 days before the term ends; leaving early may bring a cancellation fee.
Checked on the vendor's site · Oct 6

Source: Moneytree End User License Agreement, section XI (Subscription Term)

Fits best if

Our judgement

We haven't assessed fit for Moneytree yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Moneytree with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

ScenariosX
From $1,000/login/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
View profile
eMoney Advisor
No price found
No price on their site · looked Oct 6
Redtail · Listed, no detail given checkedWealthbox · Listed, no detail given checkedFidelity · Listed, no detail given checkedCharles Schwab · Listed, no detail given checkedSEI · Listed, no detail given checkedand 2 more on the profile
View profile
Orion Planning
No price found
No price on their site · looked Oct 6
No CRM or custodian connection listed
View profile

Corrections

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