Moneytree

Moneytree

Moneytree Software
+
+

Related Products

  • Budgyt
    290 Ratings
    Visit Website
  • OrangeHRM Advanced
    333 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Intellimas
    30 Ratings
    Visit Website
  • PBRS Power BI Reports Distribution
    12 Ratings
    Visit Website
  • Martus
    160 Ratings
    Visit Website
  • Construction Daily Reports
    22 Ratings
    Visit Website
  • Grafana Cloud
    853 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • Hubstaff
    3,988 Ratings
    Visit Website

About

We help you consolidate data from all of your tools, applications, and databases—we are data agnostic. No need to learn a new reporting language. Consolidate data from multiple sources into an Excel report at the click of a mouse. Your customized solution would be ready in weeks, not months. We do all of the heavy lifting while you concentrate on your job. Data can be imported into the Dataccuity central repository from any source. We can host your data in the cloud or in your existing on-premise environment. Eliminate reporting errors through our streamlined data integration product. This allows you to make accurate decisions faster with accurate data. You like to see your data in your own way—we’ll be the lens for you to look through so that you can view everything how you need to for your business.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Reporting solution for companies

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

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

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dataccuity
Founded: 2015
United States
www.dataccuity.com

Company Information

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

Alternatives

Alternatives

Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
eMoney

eMoney

eMoney Advisor
Equisoft/plan

Equisoft/plan

Equisoft
CCH Tagetik

CCH Tagetik

Wolters Kluwer
MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

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

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

Integrations

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

Integrations

Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Microsoft Excel
Redtail CRM
Riskalyze
Salesforce
Wealthbox
Claim Dataccuity and update features and information
Claim Dataccuity and update features and information
Claim Moneytree and update features and information
Claim Moneytree and update features and information