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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 Equisoft/plan?

Our all-encompassing financial planning software, meticulously crafted with regulatory adherence at its core, enables you to thoroughly assess your clients' current situations and devise dependable strategies for their future. Its intuitive interface simplifies the process of compiling vital information about assets, liabilities, income, and expenses into one centralized platform. With projections for retirement and insurance needs, you can effectively consider every possible aspect of your clients' financial health. You have the autonomy to accept, modify, or reject the suggestions made by the software, which aids in maximizing your efficiency and resource allocation. By leveraging either regularly refreshed data or specifically tailored assumptions, you can maintain consistency with your firm's established protocols. Furthermore, our adaptable report templates empower you to cater to your client’s distinct requirements, allowing for the incorporation of detailed, personalized information in every segment of the report, which enhances its relevance and connection. This individualized approach not only fortifies client relationships but also elevates the standard of financial advice delivered, ultimately creating a more satisfying experience for both advisors and clients alike. In doing so, the software not only streamlines processes but also fosters a deeper understanding of your clients' needs.

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

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Online Training

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

www.equisoft.com/products/wealth-planning-plan

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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