Moneytree vs Pocket Risk

Moneytree

5.3 #21 in Financial Planning Software

About Moneytree

Pocket Risk

5.9 #12 in Financial Planning Software

About Pocket Risk
MoneytreePocket Risk
Free planNoNo
Free trialNoYes
Paid from$99.58/mo—
Open sourceNoNo
PlatformsWebAndroid, iOS, Web
Free planNoNo
Cash-flow modelingYesNo
Goal planningYesYes
Tax planningYesNo
Scenario analysisYesNo
Insurance planningYesNo
Investment planningYesYes
Client portalYesYes

Both are listed in Best Financial Planning Software. On Inferse, Pocket Risk scores higher on our published basis.