Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • AlternativeSoft Reviews & Ratings
    19 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • Innoslate Reviews & Ratings
    73 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Canditech Reviews & Ratings
    104 Ratings
    Company Website
  • D&B Risk Analytics Reviews & Ratings
    58 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Safetica Reviews & Ratings
    356 Ratings
    Company Website
  • Onspring Reviews & Ratings
    169 Ratings
    Company Website
  • Moxo Reviews & Ratings
    193 Ratings
    Company Website

Media

Media

Integrations Supported

Charles Schwab
Ally Invest
Authorize.Net
CITI Unify
Chase Business Complete Banking
Cheetah Wealth Management
Fidelity
Holistiplan
MX
Redtail CRM
Riskalyze
Robinhood
Salesforce
SoFi
Vanguard
Wealthbox
Wells Fargo Business Checking
ecotime

Integrations Supported

Charles Schwab
Ally Invest
Authorize.Net
CITI Unify
Chase Business Complete Banking
Cheetah Wealth Management
Fidelity
Holistiplan
MX
Redtail CRM
Riskalyze
Robinhood
Salesforce
SoFi
Vanguard
Wealthbox
Wells Fargo Business Checking
ecotime

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per month
Free Trial Offered?
Free Version

Pricing Information

$1981 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Provisian

Company Website

provisian.com

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Categories and Features

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems

Popular Alternatives

NetX360 Reviews & Ratings

NetX360

Pershing
eMoney Reviews & Ratings

eMoney

eMoney Advisor