Moneytree

Moneytree

Moneytree 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.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and teams interested in a sales training and pre-call planning platform

Audience

Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$1981 per year
2 packages available: Essential and Elite
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

BrainX
www.brainx.com

Company Information

Moneytree Software
Founded: 1981
United States
www.moneytree.com

Alternatives

Alternatives

eMoney

eMoney

eMoney Advisor
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Equisoft/plan

Equisoft/plan

Equisoft
Elite

Elite

a la mode
MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported

Learning Management Systems (LMS) Features

Academic / Education Supported
Asynchronous Learning Not Supported
Blended Learning Supported
Built-In Course Authoring Supported
Corporate / Business Supported
Customizable Not Supported
eCommerce Not Supported
eLearning Companies Supported
Gamification Supported
Learner Portal Supported
Mobile Learning Not Supported
Open Source Not Supported
SCORM Compliance Supported
Synchronous Learning Not Supported
Video Conferencing Not Supported

Talent Management Features

Career Development Planning Not Supported
Compensation Management Not Supported
Competency Management Not Supported
Employee Lifecycle Management Not Supported
Goal Setting / Tracking Not Supported
Job Description Management Not Supported
Onboarding Not Supported
Performance Appraisal Not Supported
Recruiting Management Not Supported
Succession Planning Not Supported
Training Management Supported

Training Features

Academic / Education Supported
Asynchronous Learning Not Supported
Blended Learning Supported
Built-In Course Authoring Supported
Built-in LMS Supported
Certification Management Not Supported
Corporate / Business Supported
eCommerce Not Supported
Learner Portal Supported
Mobile Learning Not Supported
Simulation Not Supported
Synchronous Learning Not Supported
Training Companies Not Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Not Supported
OLAP Not Supported
Report Export Not Supported
Sales Reports Not Supported
Scheduled / Automated Reports Not Supported

Integrations

Charles Schwab Not Supported
Cheetah Wealth Management Not Supported
Holistiplan Not Supported
MX Not Supported
Redtail CRM Not Supported
Riskalyze Not Supported
Salesforce Not Supported
Wealthbox Not Supported

Integrations

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