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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 CCH Tagetik?

CCH Tagetik's Corporate Performance Management software is relied upon by businesses to enhance efficiency, cut expenses, and minimize risks. By integrating data, processes, and personnel into a single reliable source, organizations can achieve faster financial closes and more proactive planning. The CCH Tagetik Finance Transformation Platform, fueled by the Analytic Information Hub, serves as a cohesive platform that links finance and operations, optimizing the processes of consolidation, closing, reporting, analysis, compliance, and disclosures. This holistic approach not only improves accuracy but also empowers companies to make informed decisions with greater agility.

Media

Media

Integrations Supported

Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox

Integrations Supported

Azure Marketplace
BI Book
Kinective Bridge
Microsoft 365
Microsoft Azure
Microsoft Excel
SAP Cloud Platform
SAP HANA

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
Android
iPhone
iPad
Windows
Mac
Linux

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

Wolters Kluwer

Date Founded

1836

Company Location

United States

Company Website

www.tagetik.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

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Disclosure Management

Not specified

Financial Close

Not specified

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Lease Accounting

Amortization Schedule
Asset Management
Budgeting & Forecasting
Capitalization Reporting
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management

Machine Learning

Predictive Modeling
Visualization

Predictive Analytics

AI / Machine Learning
Benchmarking
Demand Forecasting

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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