MausMaus Software
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MoneytreeMoneytree Software
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Related Products
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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.
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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
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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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
Companies interested in a complete set of financial analysis and strategic planning tools that create a clear path to growth
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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
$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
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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
Supported
Webinars
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 InformationMaus Software
Founded: 1990
United States
maus.com/hr-policies-procedures/
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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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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
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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
QuickBooks Online
Supported
Redtail CRM
Not Supported
Riskalyze
Not Supported
Salesforce
Not Supported
Wealthbox
Not Supported
Xero
Supported
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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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