Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Epicor Financials Reviews & Ratings
    Company Website for Epicor Financials
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • Martus Reviews & Ratings
    4.7 out of 5 stars 187 Ratings
    Company Website for Martus
  • Runn Reviews & Ratings
    4.8 out of 5 stars 37 Ratings
    Company Website for Runn
  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,836 Ratings
    Company Website for Sage Intacct
  • Onetrace Reviews & Ratings
    5.0 out of 5 stars 4 Ratings
    Company Website for Onetrace
  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • Jscrambler Reviews & Ratings
    4.4 out of 5 stars 41 Ratings
    Company Website for Jscrambler
  • Muzaic Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Muzaic
  • SKU Science Reviews & Ratings
    4.6 out of 5 stars 16 Ratings
    Company Website for SKU Science

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 Cube?

Cube is an AI-driven platform built to transform how organizations approach financial planning and analysis. It helps finance teams eliminate data silos and gain accurate, real-time insights that improve strategic decision-making. By integrating with widely used tools like Excel, Google Sheets, Slack, and Microsoft Teams, Cube ensures a seamless user experience without forcing workflow changes. Its FP&Ai Suite introduces a collection of intelligent agents that specialize in key financial tasks such as forecasting, variance analysis, and data validation. These agents continuously work in the background, analyzing both structured and unstructured data to deliver meaningful insights. Cube allows users to interact with their data using plain English, making complex analysis more accessible and intuitive. The platform supports essential financial operations including budgeting, scenario modeling, revenue planning, and executive reporting. It also enhances productivity by automating time-consuming processes like data consolidation and reporting. With built-in security and compliance standards, Cube ensures that sensitive financial information is always protected. Organizations using Cube benefit from faster reporting cycles and improved data accuracy across teams. The platform is designed to scale for both mid-market and enterprise businesses across various industries. Ultimately, Cube empowers finance professionals to shift their focus from manual tasks to high-impact strategic work.

Media

Media

Integrations Supported

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

Integrations Supported

Steep

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

Not specified

Training Options

Documentation Hub
Webinars

Training Options

Not specified

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Company Facts

Organization Name

Cube

Company Location

United States

Company Website

www.cubesoftware.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

Popular Alternatives

eMoney Reviews & Ratings

eMoney

eMoney Advisor

Popular Alternatives

Bloomberg Income Tax Planner Reviews & Ratings

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
3.0 out of 5 stars
OnPlan Reviews & Ratings

OnPlan

5.0 out of 5 stars
Equisoft/plan Reviews & Ratings

Equisoft/plan

Equisoft
Vena Reviews & Ratings

Vena

Vena Solutions