---
description: Discover the benefits and disadvantages of Moneytree.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Moneytree Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Budgeting Software](/directory/10003/budgeting/software) > [Moneytree](/software/210023/moneytree)

# Moneytree

Canonical: https://www.capterra.co.uk/software/210023/moneytree

> Moneytree is an accurate, comprehensive, and transparent financial planning solution.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Moneytree?

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**: 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

- Asset Lifecycle Management
- Audit Trail
- Budgeting/Forecasting
- Cash Management
- Consolidation/Roll-Up
- Data Import/Export
- Expense Management
- Income & Balance Sheet
- Profit/Loss Statement
- Reporting/Analytics

## Integrations (4 total)

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

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Budgeting Software](https://www.capterra.co.uk/directory/10003/budgeting/software)

## Related Categories

- [Budgeting Software](https://www.capterra.co.uk/directory/10003/budgeting/software)
- [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software)

## Alternatives

1. [QuickBooks Online](https://www.capterra.co.uk/software/141374/quickbooks-online) — 4.3/5 (8393 reviews)
2. [Xero](https://www.capterra.co.uk/software/169561/xero) — 4.4/5 (3273 reviews)
3. [NetSuite](https://www.capterra.co.uk/software/135757/netsuite) — 4.2/5 (2003 reviews)
4. [Syft Analytics](https://www.capterra.co.uk/software/161231/syft-analytics) — 4.7/5 (186 reviews)
5. [QuickBooks Enterprise](https://www.capterra.co.uk/software/46497/quickbooks-enterprise) — 4.5/5 (20613 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/210023/moneytree)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/210023/Moneytree/> |
| en-AE | <https://www.capterra.ae/software/210023/moneytree> |
| en-AU | <https://www.capterra.com.au/software/210023/moneytree> |
| en-CA | <https://www.capterra.ca/software/210023/moneytree> |
| en-GB | <https://www.capterra.co.uk/software/210023/moneytree> |
| en-IE | <https://www.capterra.ie/software/210023/moneytree> |
| en-IL | <https://www.capterra.co.il/software/210023/moneytree> |
| en-IN | <https://www.capterra.in/software/210023/moneytree> |
| en-NZ | <https://www.capterra.co.nz/software/210023/moneytree> |
| en-SG | <https://www.capterra.com.sg/software/210023/moneytree> |
| en-ZA | <https://www.capterra.co.za/software/210023/moneytree> |

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