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What is iPlanner.NET?

iPlanner.NET is an all-encompassing software platform designed for business planning and financial management, helping entrepreneurs achieve a deeper comprehension of their operational dynamics. This cloud-based solution enables small business leaders to seamlessly create ongoing budgets, forecasts, and comprehensive business plans. As an online resource, iPlanner.NET empowers decision-makers to foresee and plan for various scenarios, effectively modeling potential outcomes. The software adeptly generates insights into expected economic performance, business valuation, and financial results, thus elevating the quality of decision-making processes. By allowing users to visualize anticipated scenarios in a cloud setting, iPlanner.NET substantially enhances strategic planning efforts. It offers valuable perspectives on future cash flows, profitability, and the overall financial well-being of the organization. This predictive capability simplifies the identification of additional funding needs, optimal timing for capital investments, and dividend distribution strategies. Moreover, entrepreneurs can derive critical insights regarding the total worth of their businesses, equipping them to make better-informed decisions. With its robust features, iPlanner.NET proves to be an essential resource for any entrepreneur aiming to successfully navigate the intricate landscape of financial planning and business strategy, ensuring they remain competitive and well-prepared for future challenges. Ultimately, this tool not only facilitates immediate planning but also fosters long-term growth and sustainability for businesses.

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

Integrations Supported

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

API Availability

API Availability

Pricing Information

$299 per year
Free Trial Offered?

Pricing Information

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

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
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

NetEkspert

Date Founded

2006

Company Location

Estonia

Company Website

www.netekspert.com/ne/iplanner_eng.aspx

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Categories and Features

Business Performance Management

Dashboard
Key Performance Indicators
Qualitative Analysis
Strategic Planning

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Pitch Presentation
Social Sharing
Step-by-Step Wizard

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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