Save to My Lists
Claimed
Claimed

Moneytree Merit Pricing Overview

Moneytree Merit has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Moneytree Merit to obtain current pricing.

Moneytree Merit pricing & plans

Pricing information for Moneytree Merit is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Moneytree Merit must be conducted with the seller.

Top Rated Moneytree Merit Alternatives

Moneytree Merit Alternatives Pricing

The following is a quick overview of editions offered by other Financial Analytics Software

$100.00100 per month + $5/monthly record keeping per active participant + 0.25% advisory fee + one-time implementation fee of $500
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Streamlined plan design with auto-enrollment & auto-escalation
  • Simple payroll integration with Gusto, TriNet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Ongoing email and chatbot support for plan administrators
  • Getting started webinars and emails for employees
Asset-Map
Asset-Map Professional
$142.001 Seats Per Month
Our core solution, designed to take your financial planning conversations to the next level.
  • Target-Map Planning Engine
  • Target-Map Cashflow Details
  • Discovery Interview for Prospecting and Fact-finding
  • Stencils
  • Questionnaires
Koyfin
Free
$0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
  • 2Y financials & 1Y estimates
  • 2 watchlists & portfolios
  • Advanced charting
  • Global stock screener
  • Market news

Various alternatives pricing & plans

Pricing information for the above various Moneytree Merit alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Explore More