MoneytreeMoneytree Software
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Related Products
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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
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
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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
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$1981 per year
2 packages available: Essential and Elite
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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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
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
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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
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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
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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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