Moneytree

Moneytree

Moneytree Software
PreciseFP

PreciseFP

Spectrum Input
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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.

About

Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.

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

Audience

Companies searching for a solution to collect client financial data

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

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

Pricing

$60 per month
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 Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

eMoney

eMoney

eMoney Advisor

Alternatives

Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Equisoft/plan

Equisoft/plan

Equisoft
InvestWell

InvestWell

Excel Net Solutions
MoneyGuide

MoneyGuide

Envestnet

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported

Categories

Forms Automation 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

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Not Supported
Text Editing Not Supported
Version Control Supported

Integrations

Charles Schwab Supported
Cheetah Wealth Management Supported
Chief Not Supported
FP Alpha Not Supported
Holistiplan Supported
MX Supported
MoneyGuide Not Supported
Motileo Not Supported
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
SmartOffice Not Supported
Wealthbox Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Charles Schwab Not Supported
Cheetah Wealth Management Not Supported
Chief Supported
FP Alpha Supported
Holistiplan Not Supported
MX Not Supported
MoneyGuide Supported
Motileo Supported
Redtail CRM Not Supported
Riskalyze Not Supported
Salesforce Not Supported
SmartOffice Supported
Wealthbox Not Supported
Wufoo Supported
Zapier Supported
Claim Moneytree and update features and information
Claim Moneytree and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information