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What is Planning Data Hub?

Planning Data Hub is a dedicated online platform tailored for builders, tradespeople, suppliers, developers, and property professionals in the UK. It offers users the chance to discover various opportunities by providing access to data from planning applications, probate records, public contracts, and information on sold properties. Users can search through and filter records, creating a customized feed that suits their specific business requirements, while also allowing them to review detailed sources and manage selected opportunities securely within a pipeline. Those who subscribe to the Professional and Elite plans benefit from additional features such as AI-assisted letter drafting and collaborative shortlists, but it is essential that all drafts undergo customer review before being utilized. The availability of data can fluctuate based on its source and the recency of information may vary. The subscription model is designed for single businesses, with the Core plan supporting one user, the Professional plan accommodating three users, and the Elite plan designed for up to five users. Starting at £279 plus VAT per month, potential customers can also access a product walkthrough on the website to gain a deeper insight into the various features and functionalities that the platform provides. This all-encompassing service is focused on enhancing the business development journey for experts in the construction and property industries, making it an invaluable resource for professionals looking to thrive in their fields.

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.

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Integrations Supported

Integrations Supported

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

API Availability

API Availability

Pricing Information

£279 + VAT per month

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Planning Data Hub

Date Founded

1997

Company Location

United Kingdom

Company Website

planningdatahub.uk

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Categories and Features

Sales Intelligence

Not specified

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

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