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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$495 per year
Free Version
Free Trial

Pricing

$75 per month
Free Version
Free Trial

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Moneytree
Founded: 1981
United States
www.moneytree.com

Company Information

Provisian
provisian.com

Alternatives

Equisoft/plan

Equisoft/plan

Equisoft

Alternatives

NetX360

NetX360

Pershing
MoneyGuidePro

MoneyGuidePro

MoneyGuide
CCH Tagetik

CCH Tagetik

Wolters Kluwer

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Redtail CRM
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Redtail CRM
Robinhood
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim Moneytree and update features and information
Claim Moneytree and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information