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What is Moneytree?

Utilize the most precise calculation tools to establish strong plans and connections. To enhance their practices, collaborate with fellow financial planners and independent advisors who employ powerful wealth management calculation tools. Moneytree provides comprehensive planning solutions that cover everything from the overarching vision to the finer details. With straightforward results and rapid data entry, the planning process becomes streamlined and efficient. Quickly address clients' "What-If" scenarios to deliver immediate, comparative insights. Engage clients in the planning journey by partnering with them to develop tailored strategies. By gathering detailed information and performing thorough analyses, you can fulfill all of your clients' planning needs. You can document aspects of your clients' lives and easily adapt to future changes. The planning strategy that aligns best with your clients’ needs is the one you select. Moneytree Elite's comprehensive planning evaluates and captures your clients' financial circumstances while illustrating the effects of significant financial decisions on their future. This approach not only enhances client satisfaction but also fosters long-term relationships built on trust and transparency.

What is Anaplan?

Anaplan delivers a powerful AI-driven scenario planning and analysis environment designed to help organizations anticipate change, optimize strategies, and act with precision. Its connected planning framework eliminates barriers between strategic, financial, and operational functions, fostering real-time collaboration across the enterprise. Industry-tailored solutions for sectors such as financial services, manufacturing, healthcare, retail, and technology empower teams to respond quickly to market shifts and emerging opportunities. The platform’s comprehensive AI capabilities — predictive, generative, and agentic — work together to uncover hidden patterns, evaluate complex scenarios, and recommend data-backed actions. Enterprise data orchestration ensures that information from multiple sources flows seamlessly into the planning process, while its advanced modeling tools enable intricate simulations without sacrificing speed. Anaplan’s security and administration features safeguard sensitive data while supporting enterprise-scale deployment. Recognized as a leader in both financial planning and supply chain planning by Gartner and IDC, Anaplan is trusted by over 2,500 leading brands worldwide. Its applications cover a wide range of business needs, from financial consolidation and sales forecasting to workforce planning and supply chain optimization. Customers leverage the platform to break down silos, improve productivity, and enhance shareholder value. With Anaplan, organizations can outpredict, outplan, and ultimately outperform their competition in an increasingly complex business environment.

Media

Media

Integrations Supported

Charles Schwab
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce

Integrations Supported

5X
Causal
Dataddo
Doublefin
Eloqua
Hightouch
Ikigai
Longview Tax
Mindfuel
Planview Hub
Rippling
Y42
Zoho Directory

API Availability

API Availability

Pricing Information

$1981 per year
2 packages available: Essential and Elite
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Company Facts

Organization Name

Anaplan

Date Founded

2006

Company Location

United States

Company Website

www.anaplan.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
Multi-Company
Profit / Loss Statement

Financial Analytics

Not specified

Reporting

Financial Reports
Forecasting

Wealth Management

Not specified

Categories and Features

Accounting

Nonprofits
Purchase Orders

Budgeting

Not specified

Cash Flow Forecasting

Not specified

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Incentive Programs
Salary Planning

Financial Analytics

Not specified

Financial Close

Not specified

Lead Management

Lead Scoring
Lead Segmentation

Predictive Analytics

Not specified

Sales Compensation

Not specified

Sales Force Automation

Channel Management
Commission Management
Field Sales Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

Sales Planning

Not specified

Strategic Planning

Dashboard
Idea Management
Modeling & Simulation
Scenario Planning

Supply Chain Planning

Not specified

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