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Moneytree

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Deployment

WindowsWeb-based

Best for

SmallMediumLarge

Overview

About Moneytree

From big-picture to in-depth, Money Tree Software offers professional financial planning solutions for advisors. Plan the way for your clients'​ financial futures.Silver's interactive big-picture planning supports important conversations about your client's financial future. Spend less time creating plans and more time on what really matters.

At a glance

Software information

Industries served, licensing and the support Moneytree provides.

Licensing

  • Annual Subscription

Support

  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
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Capabilities

Moneytree features

The full feature set, grouped by module.

Financial Planning Software

  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition

Plans

Moneytree pricing

Price Type
Year
Free Version
No
Payment Frequency
Annual Subscription
Vendor pricing page
Standard$495 / year

Media

Screenshots & video

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