Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
            
        
            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
        Pricing not provided.
        
        
    
    
    
        
        
            
                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
Ampsys Consulting Pvt Ltd.
Company Website
www.wealtherp.net
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