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Money Tree Software

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Money Tree Software Reviews

3.4

61% would recommend to a friend

(10 total reviews)

Adam Unger

100% approve of CEO

64% positive business outlook

Reviews by job title

10 reviews
1.0
14 Apr 2015

Worst manager I ever worked for

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Large customer base provides variety of interactions and opportunities to offer service on many levels.

Cons

Management is petty and ineffective. Better knowledge of salesmanship than product.

2.0
4 Oct 2016

Sad to see the fall

Anonymous employee
Recommend
CEO approval
Business outlook

Pros

This was a great company, once. The team rallies around each other and watches out for each other, but that team is dwindling. The product is still one of the most technically accurate financial planning tools available.

Cons

The lack of reinvestment in the company over the past several years is finally causing the company to falter. The owner bullies his employees, underpays and tells employees that's "all their worth," doesn't invest in marketing, lies to customers about the company's cyber security, fakes audits, and the list goes on

1.0
21 Aug 2013
Recommend
CEO approval
Business outlook

Pros

The company has a base of customers, which is good for an ongoing revenue stream and company and employee security.

Cons

Product development is underfunded, poorly supported, and seems to be a couple of years behind the competition. The company burns through talented, highly qualified staff at an alarming rate, has no real management team, and appears intent on staying that way. The president is quite poor at communicating with, and is often hostile towards, employees, customers, and industry partners. It appears that the goal is to minimally satisfy the remaining customers for at least long enough to assure the president's retirement.

Viewing 1 - 3 of 10 Reviews

Glassdoor has 10 Money Tree Software reviews submitted anonymously by Money Tree Software employees. Read employee reviews and ratings on Glassdoor to decide if Money Tree Software is right for you.