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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 CapIntel?

CapIntel is a cutting-edge, cloud-based solution tailored for the creation of investment proposals and comparison analysis, targeting enterprise wealth managers, financial advisors, and asset management teams. With its intuitive drag-and-drop interface, users can craft branded and interactive digital proposals, featuring customizable components such as text, visuals, charts, and live performance comparisons. Financial advisors can seamlessly import client holdings to evaluate them against both proprietary and personalized models, allowing for instant replication and modification of portfolios, which they can present in real-time, whether in a virtual setting or face-to-face. The platform includes integrated compliance features, automated tracking, and analytical tools to create standardized workflows and elevate transparency throughout the investment process. Moreover, it supports unlimited product comparisons and provides extensive portfolio management capabilities for creating, saving, cloning, and overseeing models and contacts. The integration of compliance and marketing resources is designed to boost operational efficiency, making it easier for advisors to manage their workflows. Ultimately, this powerful tool enables advisors to offer customized and insightful presentations that cater to the unique financial requirements of their clients, ensuring they are equipped to meet diverse investment needs effectively.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Company Facts

Organization Name

CapIntel

Company Location

United States

Company Website

www.capintel.com/platform

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

Wealth Management

Not specified

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