MoneytreeMoneytree Software
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationDataccuity
Founded: 2015
United States
www.dataccuity.com
|
Company InformationMoneytree Software
Founded: 1981
United States
www.moneytree.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
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
|
|||||
|
|
|