Moneytree

Moneytree

Moneytree Software
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About

Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.

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 Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android 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

Investors in need of a holistic wealth management service that helps with financial transparency

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

Free
Free Version 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 Not Supported

Training

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

Company Information

Empower
United States
www.empower.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
MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

Budgeting Supported
Reporting Supported
Wealth Management 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

APS Payroll Supported
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

APS Payroll Not Supported
Charles Schwab Supported
Cheetah Wealth Management Supported
Holistiplan Supported
MX Supported
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
Wealthbox Supported
Claim Empower and update features and information
Claim Empower and update features and information
Claim Moneytree and update features and information
Claim Moneytree and update features and information