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Wealth Utilities

Moneytree

Comprehensive financial planning software for advisor success.

"Moneytree is a comprehensive financial planning software designed to help financial advisors create detailed and personalized plans for their clients. It offers tools for retirement planning, investment analysis, insurance needs assessment, and estate planning, enabling advisors to deliver holistic financial advice."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #305 in Wealth Utilities
Validated Adoption
10 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Retirement planning tools
Investment and insurance analysis
Estate planning capabilities
Client data management
Scenario planning and projections

Primary Use Cases

Comprehensive financial plan creation
Retirement planning
Estate planning

Agentic Intelligence Briefing

"Moneytree empowers financial advisors with comprehensive planning tools to deliver holistic advice and improve client financial outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive financial planning features
Established and reputable provider
Strong reporting capabilities

Adoption Hazards

Potentially outdated user interface
Pricing can be opaque
May lack modern integrations compared to newer platforms

Stack Compatibility Profile

How Moneytree integrates into institutional RIA stacks.

10 Firms Analyzed
Advisors Assistant
40%
Stack Correlation
Riskalyze Online
30%
Stack Correlation
AdvisorFinder
30%
Stack Correlation
Advisor Websites (Responsive)
20%
Stack Correlation
Elements Financial Planning
20%
Stack Correlation
NDEX
20%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor
2RightCapital

Value Proposition

"Moneytree offers a robust and time-tested financial planning solution for RIAs seeking comprehensive features and established reliability."

Vendor Dossier

Moneytree logoM
Moneytree
moneytree.com
Corporate Portal

Audit Your RIA Stack

See how Moneytree fits into your overall tech efficiency score.

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