Moneytree

Moneytree

Moneytree Software
Moneytree Objectway

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Moneytree:

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.
Objectway:

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.
Moneytree:

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
Objectway:

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
Moneytree:

Audience

Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports
Objectway:

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
Moneytree:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Objectway:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Moneytree:

API

Offers API Not Supported
Objectway:

API

Offers API Not Supported
Moneytree:

Screenshots and Videos

Objectway:

Screenshots and Videos

Moneytree:

Pricing

$1981 per year
2 packages available: Essential and Elite
Free Version Not Supported
Free Trial Supported
Objectway:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Moneytree:

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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Review this Software
Objectway:

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
Moneytree:

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Moneytree:

Company Information

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

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/
Moneytree:

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Objectway:
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Moneytree:
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Moneytree:

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported
Objectway:

Categories

Wealth Management Supported
Moneytree:

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
Moneytree:

Integrations

Charles Schwab Supported
Cheetah Wealth Management Supported
Holistiplan Supported
MX Supported
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
Wealthbox Supported
Objectway:

Integrations

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
Moneytree:
Claim Moneytree and update features and information
Claim Moneytree and update features and information
Objectway:
Claim Objectway and update features and information
Claim Objectway and update features and information