Moneytree Plan Reviews

I love the easy of use and the intuitive navagating process.

I actually can not think of anything I would change.

The key problem resolved with this software is managing each individual client in a substantive and meaningful way.

The reviews offered by moneytree are in-depth and very detailed. The tool is very easy to use and has tons of features compared to the competitors. Moneytree shows fixed and variable income which is very helpful for the financial planning. Overall the tool is very useful and intuituve.

The reports are very insightful and in-depth but an option to generate simpler version of report would have been great since not everyone understands the complete insights.

Moneytree helps plan the financial strategies for clients, like retirement plans, savings and investment oppurtunities with insightful reports and visualizations.

What I like best about Moneytree Plan is the depth and integrity of the analytics and the transparency of how the program works. Additionally, their service is excellent, both in providing help when needed or in accepting suggestions for changes or modifications to the program. They're consistent, our clients understand the reports, and they allow a great deal of customization to accommodate my thought process and my educational goals for our clients.

Some of their financial concepts could be illustrated for clients using more charts and graphs and not just numbers.

Moneytree Plan really helps to map out the client's financial future in a way that provides confidence and clear thinking, not only about where they are right now but how things could evolve in the future. The What'-f modeling is very helpful when assessing the viability of a future action - a picture is worth a thousand words...or numbers! Those are all benefits. The only real problems that I've run into is when I am working on a more complex plan where the usual fields of data won't quite suffice. But they always help me find or create a way to illustrate what I'm trying to accomplish.

I save my small practice about $1000 per year from my previous financial planning tools. I like that this is an affordable option for my small investment practice, it has the ability to show multiple lines of income and inputs for investments and investment performance. I like the ability to show fixed and variable income, and how the depth of detail in the reports

the look of the inputs could be more modern, I would value the ability to be more interactive within a client meeting, or the ability to use this tool on the ipad. The report can get too complicated for client presentation, I like the simplicity of other tools better.

The desktop copy feels antiquated compared to the retireup software I was using before.

I am in the process of moving my practice from RetireUP to money tree

I am able to use this software to help visualize retirement income for my clients. I am able to effectively illustrate the need for guaranteed income options, and the importance of creating a retirement income plan.

In depth planning analysis about the current financial infrastructure of clients

Not user friendly UI and lesser known to the public

Finance

The ease of design and views available in the system.

The documentation can be a bit hard to follow.

Do your homework.

We integrate this product into our business and so we use it daily.

Simplicity, ease of use, functionality. Very easy to train on or even self-teach.

There are definitely fancier looking systems with better looking charts/graphic outputs. Pricing is slightly high when compared to other software that seem more advance in terms of design/updates.

Financial planning- giving clients the big picture and helping them plan for the future. The system is very simplistic, which goes over well with clients who aren't familiar with financial software themselves. Not too many frills, just to the point data.