You can see our pricing for individual Advisors and Planners on our website, however, if you are an enterprise looking for a group of licenses or have questions about what you see online reach our sales team at 877-421-9815 ext. 1 or email@example.com.
How can I purchase the software?
If you start a trial and are ready to purchase while in the trialing period, you can simply let the trial roll over into a purchase. If you want to add a license contact our sales team at 877-421-9815 ext. 1 or firstname.lastname@example.org.
What other technologies integrate with Moneytree’s software?
We are continuing to grow our network of integration partners and our current list of integration partners can be found at moneytree.com/partners.
Who can I contact when I have a question about the software’s technical use while I’m using it?
Contact our technical support team at 877-421-9815 ext. 0 or email@example.com for you technical questions about the software.
Can I speak with someone about scheduling a demonstration of the product?
Contact our sales team at 877-421-9815 ext. 1 or firstname.lastname@example.org to speak with a representative about your interest in seeing a demo.
Can I have an extension on my 14-day trial?
Contact our sales team at 877-421-9815 ext. 1 or email@example.com to request an extension on your 14-day trial.
Get start today by scheduling a demo.
Begin planning today using financial planning software for top advisors and growing firms.