---
description: Get detailed information about Moneytree Advise usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra United Arab Emirates.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Moneytree Advise Price, Reviews & Ratings - Capterra United Arab Emirates 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Moneytree Advise](/software/211894/moneytree-plan)

# Moneytree Advise

Canonical: https://www.capterra.ae/software/211894/moneytree-plan

> Moneytree Advise is designed to help you serve more accumulation-phase clients with streamlined, goal-based plans.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Moneytree Advise?

Registered Investment Advisors (RIA), Investment Advisors, Certified Financial Planners (CFP), Certified Financial Analysts (CFA), Financial Advisors

## About the vendor

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

## Commercial Context

- **Starting Price**: $795.00
- **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, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Bonds/Stocks
- Budgeting/Forecasting
- Cash Management
- Client Management
- Client Portal
- Compliance Tracking
- Consolidation/Roll-Up
- Data Import/Export
- Financial Reporting Software
- Investments Tracking
- Performance Metrics
- Risk Management Software

## Integrations (3 total)

- Cheetah Wealth Management
- MX Technologies
- Redtail CRM

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.capterra.ae/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.ae/directory/20010/investment-management/software)
- [Financial Management Software](https://www.capterra.ae/directory/31136/financial-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.ae/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.ae/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Mint](https://www.capterra.ae/software/213530/mint) — 4.5/5 (140 reviews)
4. [Plaid](https://www.capterra.ae/software/174384/plaid) — 4.4/5 (95 reviews)
5. [Allvue](https://www.capterra.ae/software/122634/allvue-systems) — 5.0/5 (1 reviews)

## Links

- [View on Capterra](https://www.capterra.ae/software/211894/moneytree-plan)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/211894/Moneytree-Plan/> |
| en-AE | <https://www.capterra.ae/software/211894/moneytree-plan> |
| en-AU | <https://www.capterra.com.au/software/211894/moneytree-plan> |
| en-CA | <https://www.capterra.ca/software/211894/moneytree-plan> |
| en-GB | <https://www.capterra.co.uk/software/211894/moneytree-plan> |
| en-IE | <https://www.capterra.ie/software/211894/moneytree-plan> |
| en-IL | <https://www.capterra.co.il/software/211894/moneytree-plan> |
| en-IN | <https://www.capterra.in/software/211894/moneytree-plan> |
| en-NZ | <https://www.capterra.co.nz/software/211894/moneytree-plan> |
| en-SG | <https://www.capterra.com.sg/software/211894/moneytree-plan> |
| en-ZA | <https://www.capterra.co.za/software/211894/moneytree-plan> |

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