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 Exopen?

Develop a strategic approach to your financial revenue management by connecting various elements, creating the necessary equations, and achieving your targets. Exopen provides CFOs and financial controllers with vital resources to improve financial reporting, optimize budgeting and forecasting, and produce clear, meaningful analyses for stakeholders. With Exopen, you can harness advanced, data-driven functionalities that streamline your budgeting and forecasting processes, allowing for seamless integration with Power BI for in-depth analysis. This integration provides a holistic view and boosts accuracy in your financial plans, leading to significant time savings. You will regularly access high-quality data from your ERP system, enabling faster insights that contribute to more strategic business decisions. Customize your experience by choosing modules that fit your specific needs, allowing a tailored approach to budgeting and forecasting. Our planning tool accommodates various methods, such as account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, giving you the adaptability required to meet shifting business demands. By leveraging these capabilities, you not only improve your financial decision-making process but also empower your organization to achieve greater successes and overcome challenges effectively. Ultimately, Exopen ensures that your financial strategies are not just effective but also resilient in the face of changing market dynamics.

Media

Media

Integrations Supported

Salesforce
Cheetah Wealth Management
Riskalyze
Wealthbox

Integrations Supported

Salesforce
24SevenOffice
ActiveCampaign
Affinity
Coevera
Copper
Google Analytics
Insightly
Microsoft 365 Copilot
Microsoft Dynamics 365 Business Central
Microsoft Power BI
Nutshell
QuickBooks Online
Salesflare
Sugar Sell
Xero
Xledger

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

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

Exopen

Company Location

Sweden

Company Website

exopen.io

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
Equisoft/plan Reviews & Ratings

Equisoft/plan

Equisoft
Talentia CPM Reviews & Ratings

Talentia CPM

Talentia Software
Martus Reviews & Ratings

Martus

Martus Solutions
4.7 out of 5 stars