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
  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • Onetrace Reviews & Ratings
    5.0 out of 5 stars 4 Ratings
    Company Website for Onetrace
  • Jscrambler Reviews & Ratings
    4.4 out of 5 stars 41 Ratings
    Company Website for Jscrambler
  • SKU Science Reviews & Ratings
    4.6 out of 5 stars 16 Ratings
    Company Website for SKU Science
  • Muzaic Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Muzaic

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 Dynamic Planner?

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AIâ„¢, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems. The Dynamic Planner platform is available through its own UI as well as headless through API and MCP layers for those firms that want to build their own advice experiences on Dynamic Planner's trusted data, models and insights. A first of its kind study of 659 advice firms demonstrated how high-performing firms using Dynamic Planner increased clients served per adviser by 41%, while maintaining strong client outcomes. Driven by its vision of a world where everyone can access the financial advice they need, Dynamic Planner is helping firms transform how advice is delivered, unlocking trusted advice at scale.

Media

Media

Integrations Supported

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

Integrations Supported

Salesforce
Iress

API Availability

API Availability

Has API

Pricing Information

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

Pricing Information

$198.30 per month

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
Webinars
Online Training

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Company Facts

Organization Name

Dynamic Planner

Date Founded

2003

Company Location

United Kingdom

Company Website

dynamicplanner.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

Wealth Management

Not specified

Popular Alternatives

Bloomberg Income Tax Planner Reviews & Ratings

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
3.0 out of 5 stars

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
eMoney Reviews & Ratings

eMoney

eMoney Advisor
Equisoft/plan Reviews & Ratings

Equisoft/plan

Equisoft