MoneytreeMoneytree Software
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About
With BrainX Elite your team will instantly start closing more sales, making more money, and living a happier and more empowered life! Like BrainX Legacy, which is used by companies on 7-continents to teach the core strategies from every major selling method - Elite is an intelligent system that adapts to each learner. Elite assesses each salesperson to determine what they need to learn, builds a personalized set of instructional items and practice items along with a practice schedule that ensures every salesperson reaches mastery. The system goes beyond simplistic training to teach the advanced skills that create competition-crushing high-performance selling athletes. What’s new in Elite is the intelligent pre call planning system that produces an instant increase in sales performance and the smart course system along with our best practices catalog of course content that together, lower the cost of training and reduce the time to competence.
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About
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies and teams interested in a sales training and pre-call planning platform
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Audience
Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$1981 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBrainX
www.brainx.com
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Company InformationMoneytree Software
Founded: 1981
United States
www.moneytree.com
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Categories |
Categories |
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Learning Management Systems (LMS) Features
Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Corporate / Business
Customizable
eCommerce
eLearning Companies
Gamification
Learner Portal
Mobile Learning
Open Source
SCORM Compliance
Synchronous Learning
Video Conferencing
Talent Management Features
Career Development Planning
Compensation Management
Competency Management
Employee Lifecycle Management
Goal Setting / Tracking
Job Description Management
Onboarding
Performance Appraisal
Recruiting Management
Succession Planning
Training Management
Training Features
Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Built-in LMS
Certification Management
Corporate / Business
eCommerce
Learner Portal
Mobile Learning
Simulation
Synchronous Learning
Training Companies
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Budgeting Features
"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 Features
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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Integrations
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox
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Integrations
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox
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