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Moneytree Plan - New SaaS Software

Moneytree Plan Pricing Plans & Top Alternatives in 2026

Secure your financial future with confidence.

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Trusted by 254,745+ software buyers annually.

Main Features

  • Budgeting
  • Cash Management
  • Client Management (Customer)
  • Compliance Reporting

Pricing

  • Starts from $1,345/Year

  • Free Trial available

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Moneytree Plan Pricing

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"Detailed financial insights"

Free Trial

✓ Available

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Starting Price

$1,345 / /Year

Pricing Model

Free TrialSubscriptionQuotation Based

No credit card required · Cancel anytime · Free trial included

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Moneytree Plan Pricing Plans Explained

Advise

$495

/Year

Individuals & small teams
  • Big Picture

  • Goal Tracking

  • Interactive

For Ensembles

Large teams & enterprises
  • Multi-advisor

  • Ensembles

Need a plan for 50+ users?

Get volume pricing, dedicated onboarding, and a custom contract. Switching from another tool? Moneytree Plan supports data import to get you set up quickly.

Talk to Sales →

Pricing sourced from Moneytree Plan's official website as of May 2026. For the latest pricing, visit their website.

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Yes, Moneytree Plan offers a free trial — no credit card required. You can test core features before committing to a paid plan. Start your free trial →

Moneytree Plan offers Free Trial, Subscription, Quotation Based pricing. Plans start from $1,345//Year. View all Moneytree Plan pricing plans →

The starting price of Moneytree Plan is $1,345/Year

Moneytree Plan does not have a permanently free plan, but it does offer a free trial so you can evaluate the product before committing to a paid subscription.

Most subscription-based tools including Moneytree Plan offer a discount when you choose annual billing over monthly. Annual plans typically save 15–40% compared to paying month-to-month. Check Moneytree Plan's pricing page for exact savings.

Most SaaS products including Moneytree Plan allow you to cancel your subscription at any time. For monthly plans, cancellation typically takes effect at the end of the current billing cycle. For annual plans, refund policies vary — check Moneytree Plan's terms or contact their support team for details.

Moneytree Plan offers a free tier or trial that works well for small teams and startups just getting started. As you grow, paid plans provide more capacity and advanced features. See all plans to find the best fit.

Help & Contact

Moneytree Plan Support Options

Customer ServiceOnline
LocationMuncie, Indiana

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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