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Showing 1-7 out of 7
AU
Anonymous User
10/03/20
"One of the best software products I have every used!"
What do you like best about Moneytree Plan? I love the easy of use and the intuitive navagating process. What do you dislike about Moneytree Plan?
NB
Nithees Balaji M
09/04/23
"Best tool for Financial Advising"
What do you like best about Moneytree Plan? 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.
LN
Laurie N
10/19/21
"Long-time user...because of the data integrity and service"
What do you like best about Moneytree Plan? 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.
AU
Anonymous User
04/17/18
"money tree review"
What do you like best about Moneytree Plan? 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
AU
Anonymous User
10/12/22
"Money tree review"
What do you like best about Moneytree Plan? In depth planning analysis about the current financial infrastructure of clients What do you dislike about Moneytree Plan?
VK
Varqa K
05/12/22
"Moneytree not a bad solution"
What do you like best about Moneytree Plan? The ease of design and views available in the system. What do you dislike about Moneytree Plan?
AU
Anonymous User
10/25/17
"Money Tree for Financial Advising"
What do you like best about Moneytree Plan? Simplicity, ease of use, functionality. Very easy to train on or even self-teach. What do you dislike about Moneytree Plan?
