Moneytree

Moneytree

Moneytree Software
Moneytree Precanto

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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.
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/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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Precanto:

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
Precanto:

Training

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

Company Information

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

Company Information

Precanto
United States
precanto.com
Moneytree:

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Moneytree:

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported
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
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
Wealthbox 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
Redtail CRM Not Supported
Riskalyze Not Supported
Salesforce Not Supported
Wealthbox Not Supported
Moneytree:
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Precanto:
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