MoneytreeMoneytree Software
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Related Products
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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.
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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
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
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
Reporting solution for companies
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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
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDataccuity
Founded: 2015
United States
www.dataccuity.com
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Company InformationMoneytree Software
Founded: 1981
United States
www.moneytree.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Budgeting Features
"What If" Scenarios
Supported
Asset Planning
Supported
Balance Sheet
Supported
Capital Asset Planning
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
General Ledger
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Project Budgeting
Supported
Run Rate Tracking
Supported
Version Control
Supported
Reporting Features
Customizable Dashboard
Supported
Data Source Connectors
Supported
Drag & Drop
Supported
Drill Down
Supported
Email Reports
Not Supported
Financial Reports
Supported
Forecasting
Supported
Marketing Reports
Supported
OLAP
Not Supported
Report Export
Supported
Sales Reports
Supported
Scheduled / Automated Reports
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
Microsoft Excel
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
Microsoft Excel
Not Supported
Redtail CRM
Supported
Riskalyze
Supported
Salesforce
Supported
Wealthbox
Supported
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