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What is idaciti?

Revolutionize your data analysis methods with idaciti, an innovative platform that rapidly transforms complex financial and ESG documents into actionable insights in mere seconds. By leveraging idaciti, you can significantly improve your capacity to derive crucial insights from financial and ESG disclosures, all while enjoying unparalleled speed and precision. Our established platform distills intricate documents into simple and user-friendly data, empowering you to uncover essential relationships and make well-informed choices within minutes. Embrace the next generation of sophisticated analytics and reporting tools that will open up substantial growth potential, streamline expenses, and enhance your operations. With idaciti, you gain access to crucial financial and ESG data sets, ranging from fundamental details and footnotes to significant issues related to climate, diversity, equity, and inclusion. Our innovative XBRL-first framework, bolstered by artificial intelligence and machine learning technologies, allows your team to selectively extract the most relevant data points, thereby improving strategic decision-making and nurturing a data-driven culture across your organization. Witness firsthand how idaciti can facilitate your transition to more intelligent analytics and streamlined reporting workflows, ultimately leading to a more agile and informed organization. The future of data-driven decision-making is at your fingertips with idaciti, ready to transform the way you approach analytics.

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

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

idaciti

Company Location

United States

Company Website

hello.idaciti.com

Company Facts

Organization Name

Moneytree Software

Date Founded

1981

Company Location

United States

Company Website

www.moneytree.com

Categories and Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

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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