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Moneytree
moneytree.com
Spec sheet
- Product
- Moneytree provides financial planning software for advisors, with tools for client plans and advisor-client conversations.Read 7 Oct 2026 · moneytree.com
- Security
- Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States.Read 7 Oct 2026 · moneytree.com
- Support
- The Client Support Team is available Monday through Friday, 8:00 AM to 8:00 PM ET, at 877-421-9815 ext. 0.Read 7 Oct 2026 · support.moneytree.com
- Headquarters
- Muncie, Indiana, United StatesRead 28 Sep 2026 · moneytree.com
- Account aggregation
- Integrations with Aqumulate, MX, BNY Mellon Pershing X, and Schwab connect account or investment information with Moneytree.Read 7 Oct 2026 · moneytree.com
- Company history
- Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019.Read 7 Oct 2026 · moneytree.com
- Company location
- Moneytree lists its address as 115 South Walnut Street, Muncie, Indiana 47305.Read 7 Oct 2026 · moneytree.com
- Data transmission
- Moneytree says personal information sent to its subscription processing service, Maxio, is protected using encryption such as SSL.Read 7 Oct 2026 · moneytree.com
- Elite audience
- Elite is positioned for advisors serving complex, high-net-worth clients who need deeper planning capabilities.Read 7 Oct 2026 · moneytree.com
- Essential audience
- Essential is positioned for advisors seeking streamlined goals-based planning, including advisors serving accumulation-phase clients.Read 7 Oct 2026 · moneytree.com
- Other integrations
- The integrations page lists FinMason for portfolio analytics, Nitrogen for risk tolerance, Cheetah for trust accounting, fpPathfinder for planning knowledge, and Redtail, Salesforce, and Wealthbox for CRM.Read 7 Oct 2026 · moneytree.com
- Planning
- The platform supports goals-based and cash-flow planning, scenario modeling, transparent assumptions, and customizable visuals.Read 7 Oct 2026 · moneytree.com
Plans and prices
Essential $1,195 a year per user/ per year Goals-based, retirement and tax planning · Social Security optimization · client portal · Monte Carlo analysis · What-If scenarios · guided data entry Read 7 Oct 2026 · moneytree.com
Elite $2,195 a year per user/ per year Everything in Essential · cash-flow planning · business ownership and rental real estate analysis · advanced estate planning · Roth conversion calculator · tax strategies and options · audit trail · customizable withdrawal order Read 7 Oct 2026 · moneytree.com
Enterprise Priced on request Contact Us Onboarding and implementation · enterprise-level support · firm-wide planning standardization · scalable licensing · training and adoption assistance · full Moneytree ecosystem Read 7 Oct 2026 · moneytree.com
Where Specifiction places it
- Financial Planning Software#26 of 347.2
- Financial Advisor Software#28 of 317.2
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