MoneytreeMoneytree Software
|
||||||
| Moneytree | Precanto | |||||
|---|---|---|---|---|---|---|
Related Products
|
||||||
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.
|
Precanto:
About
Eliminate manual data reconciliation and automate cleansing & enrichment for more reliable data. Detect financial anomalies in real-time to address inconsistencies and reduce risks early. Instantly access key data points, and actionable insights & run various scenarios through your AI co-pilot helping you make smarter, faster financial decisions based on real-time data. Stay ahead of financial risks with forward-looking predictions. Get the foresight needed to adapt early and keep your business on track. Analyze critical financial metrics like headcount and contractor expenses with precision, allowing you to make informed, data-driven decisions. Simulate multiple financial scenarios in real-time. Align finance teams and budget owners by exploring various strategies before making key decisions. Beyond AI, our concierge delivery offers a human touch. Get custom data analysis, proactive insights, and strategic recommendations, all tailored to your unique business needs.
|
|||||
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
|
Precanto:
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
|
Precanto:
Audience
Enterprises interested in a solution to control, analyze, and optimize every aspect of their financial operations
|
|||||
Moneytree:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Precanto:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
Moneytree:
API
Offers API
Not Supported
|
Precanto:
API
Offers API
Not Supported
|
|||||
Moneytree:
Screenshots and Videos |
Precanto:
Screenshots and Videos |
|||||
Moneytree:
Pricing
$1981 per year
2 packages available: Essential and Elite
Free Version
Not Supported
Free Trial
Supported
|
Precanto:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Moneytree:
Reviews/
|
Precanto:
Reviews/
|
|||||
Moneytree:
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
|
Precanto:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Moneytree:
Company InformationMoneytree Software
Founded: 1981
United States
www.moneytree.com
|
Precanto:
Company InformationPrecanto
United States
precanto.com
|
|||||
Moneytree:
Alternatives |
Precanto:
Alternatives |
|||||
|
Moneytree:
|
Precanto:
|
|||||
|
Moneytree:
|
Precanto: | |||||
| Moneytree: | Precanto: | |||||
|
Moneytree:
|
Precanto: | |||||
Moneytree:
Categories |
Precanto:
Categories |
|||||
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
BambooHR
Not Supported
Charles Schwab
Supported
Cheetah Wealth Management
Supported
Glassdoor
Not Supported
Google Sheets
Not Supported
Holistiplan
Supported
MX
Supported
Microsoft Excel
Not Supported
Oracle Cloud Infrastructure
Not Supported
QuickBooks Online
Not Supported
|
Precanto:
Integrations
BambooHR
Supported
Charles Schwab
Not Supported
Cheetah Wealth Management
Not Supported
Glassdoor
Supported
Google Sheets
Supported
Holistiplan
Not Supported
MX
Not Supported
Microsoft Excel
Supported
Oracle Cloud Infrastructure
Supported
QuickBooks Online
Supported
|
|||||
|
Moneytree:
|
Precanto:
|