Maus

Maus

Maus Software
Moneytree

Moneytree

Moneytree Software
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About

A complete set of financial analysis and strategic planning tools that create a clear path to growth. The best strategies are informed by a single source of truth about your business. If you're manually flipping between platforms to get financial data to inform your strategy, not only are you doing more work than necessary, you’re not seeing the whole picture. Maus is a complete suite of business planning and financial analysis tools that help make the big picture obvious. When you’re working with a single source of truth for data in your business, you can create strategies that are focused on specific data that inform actionable insights. Create a unified vision for your business that drives future initiatives towards success. Create detailed plans that explore the next 5 years of your business and showcase how you can grow. Maus lets you create business plans, run business analyses to discover areas for growth, and make connections that lead you in exciting new directions.

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

Companies interested in a complete set of financial analysis and strategic planning tools that create a clear path to growth

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

$99/month
Pricing is from $99/month for small-medium businesses and from $299/month for business advisors & consultants working with multiple businesses
Free Version Not Supported
Free Trial 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

This software hasn't been reviewed yet. Be the first to provide a review:

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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 Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Maus Software
Founded: 1990
United States
maus.com/hr-policies-procedures/

Company Information

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

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Categories

Dashboard Supported
HR Compliance Supported
Human Resources Supported
OKR Supported
Policy Management Supported
Recruiting Supported
Strategic Planning Supported

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Not Supported
Interactive Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Not Supported
Widgets Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

HR Compliance Features

Alerts / Notifications Not Supported
Certifications Management Not Supported
Communication Tools Supported
Customizable HR Documents Supported
Document Management Supported
Records Management Supported
Regulations Monitoring Not Supported
Reporting / Analytics Supported
Roles / Permissions Not Supported
Version Control Supported
Workflow Management Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Career Development Planning Not Supported
Compensation Management Not Supported
Compliance Management Supported
Employee Database Not Supported
Employee Lifecycle Management Not Supported
Onboarding Not Supported
Payroll Management Not Supported
Performance Management Supported
Recruiting Management Supported
Self Service Portal Not Supported
Succession Planning Not Supported
Time & Attendance Management Supported
Time Off Management Not Supported
Timesheets Not Supported
Training Management Not Supported

Policy Management Features

Approval Process Control Supported
Attestation Not Supported
Audit Trails Not Supported
Policy Creation Supported
Policy Library Supported
Policy Metadata Management Not Supported
Policy Training Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Supported
Scorecards 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

Charles Schwab Not Supported
Cheetah Wealth Management Not Supported
Holistiplan Not Supported
MX Not Supported
QuickBooks Online Supported
Redtail CRM Not Supported
Riskalyze Not Supported
Salesforce Not Supported
Wealthbox Not Supported
Xero Supported

Integrations

Charles Schwab Supported
Cheetah Wealth Management Supported
Holistiplan Supported
MX Supported
QuickBooks Online Not Supported
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
Wealthbox Supported
Xero Not Supported
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