---
description: If you're in a hunt for the best solution for your business, learn what Moneytree has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Moneytree Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/247/reporting/software) > [Moneytree](/software/2078262/moneytree)

# Moneytree

Canonical: https://www.getapp.sg/software/2078262/moneytree

> Moneytree's financial planning platform a solution for advisors who value their client relationships and want to grow their business. This comprehensive software offers a range of specialized tools, including business ownership planning, education planning, estate planning, and more, to help advisors engage clients, assess finances quickly, and develop comprehensive plans.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Moneytree

Comprehensive financial planning platform covering all aspects of a client's financial life

Builds trust with clients through an accurate calculation engine

Enhances client relationships through collaboration, sharing visually engaging reports, analytics, and interactive planning tools

Provides transparency so clients can see how recommendations are calculated

Includes an intuitive client portal with account aggregation for complete financial picture

## About the vendor

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

## Commercial Context

- **Starting Price**: US$1,981.00
- **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
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- "What If" Scenarios
- Access Controls/Permissions
- Asset Lifecycle Management
- Audit Trail
- Budgeting/Forecasting
- Cash Management
- Chart of Accounts
- Consolidation/Roll-Up
- Data Import/Export
- Expense Management
- Forecasting
- Income & Balance Sheet
- Multi-Company
- Profit/Loss Statement
- Reporting/Analytics
- Third-Party Integrations

## Integrations (4 total)

- Cheetah Wealth Management
- MX Technologies
- Redtail CRM
- Wealthbox

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial Reporting Software](https://www.getapp.sg/directory/247/reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.getapp.sg/directory/247/reporting/software)
- [Business Budgeting Software](https://www.getapp.sg/directory/241/budgeting/software)

## Alternatives

1. [QuickBooks Online](https://www.getapp.sg/software/20428/quickbooks-online-edition) — 4.3/5 (8394 reviews)
2. [QuickBooks Online Advanced](https://www.getapp.sg/software/100262/quickbooks) — 4.4/5 (1037 reviews)
3. [Xero](https://www.getapp.sg/software/1671/xero) — 4.4/5 (3273 reviews)
4. [Datarails](https://www.getapp.sg/software/115851/datarails) — 4.7/5 (188 reviews)
5. [Multiview ERP](https://www.getapp.sg/software/105339/multiview) — 4.4/5 (97 reviews)

## Links

- [View on GetApp](https://www.getapp.sg/software/2078262/moneytree)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/moneytree/> |
| en-AE | <https://www.getapp.ae/software/2078262/moneytree> |
| en-AU | <https://www.getapp.com.au/software/2078262/moneytree> |
| en-CA | <https://www.getapp.ca/software/2078262/moneytree> |
| en-GB | <https://www.getapp.co.uk/software/2078262/moneytree> |
| en-IE | <https://www.getapp.ie/software/2078262/moneytree> |
| en-NZ | <https://www.getapp.co.nz/software/2078262/moneytree> |
| en-SG | <https://www.getapp.sg/software/2078262/moneytree> |
| en-ZA | <https://www.getapp.za.com/software/2078262/moneytree> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp Singapore has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.sg","url":"https://www.getapp.sg/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.sg/#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","description":"Moneytree is a comprehensive financial planning platform designed for advisors who value client relationships and want to grow their business. At the core of Moneytree is a focus on client engagement. \n\nThe platform provides visual reports, analytics, and interactive tools that make it easier for advisors to collaborate with clients and help them understand their financial health and plans. Clients can access their information through an intuitive client portal, which also offers account aggregation for a comprehensive view of their financial situation.\n\nMoneytree features an accurate calculation engine for sharing financial assessments with clients. Advisors can also demonstrate how they arrived at their recommendations, fostering an environment of trust and integrity. The platform's comprehensive planning tools cover a wide range of financial aspects, including business ownership, education planning, estate planning, life insurance analysis, retirement distribution, and more.","url":"https://www.getapp.sg/software/2078262/moneytree","@type":"SoftwareApplication","@id":"https://www.getapp.sg/software/2078262/moneytree#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.sg/#organization"},"offers":{"price":"1981","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Reporting Software","position":2,"item":"/directory/247/reporting/software","@type":"ListItem"},{"name":"Moneytree","position":3,"item":"/software/2078262/moneytree","@type":"ListItem"}],"@id":"https://www.getapp.sg/software/2078262/moneytree#breadcrumblist"}]}
</script>