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What is Six Degrees Planning?

Navigating finances using spreadsheets can prove to be quite a daunting task. Our cutting-edge solution reimagines this often monotonous process, turning it into an engaging experience. Six Degrees Planning abolishes the requirement for cumbersome spreadsheet workarounds and disorganized hacks, offering instead streamlined workflows, effortless collaboration, and visually captivating reports and dashboards. This allows departments, divisions, or subsidiaries to take charge of their own planning while you retain comprehensive oversight. By harnessing the expertise from various sectors of your organization, you can ensure everyone remains on the same page through Six Degrees' pre-established workflows that facilitate the allocation and tracking of planning responsibilities. The realm of financial planning has transformed, resulting in a heightened need for more regular budgeting and planning cycles. However, depending on spreadsheets often renders rolling forecasts time-consuming and challenging to oversee. With Six Degrees Planning, you can abandon the intricacies associated with spreadsheet consolidation and focus more on strategic pursuits, such as crafting what-if scenarios to improve decision-making. By adopting this innovative approach, you not only streamline your financial processes but also elevate your financial planning experience to unprecedented heights. Embrace this evolution and witness a transformation in how your organization handles financial planning.

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.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$1000.00/one-time/user
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

Six Degrees Planning

Date Founded

2010

Company Location

New Zealand

Company Website

sixdegreesplanning.com

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

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

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

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