Moneytree

Moneytree

Moneytree Software
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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

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

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 Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Organizations needing a solution to manage and improve their financial planning operations

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 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

$139.95 per month
Free Version Supported
Free Trial Not 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:

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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

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

Company Information

RightCapital
United States
www.rightcapital.com

Alternatives

eMoney

eMoney

eMoney Advisor

Alternatives

Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
Equisoft/plan

Equisoft/plan

Equisoft
Moneytree

Moneytree

Moneytree Software
MoneyGuide

MoneyGuide

Envestnet
Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported

Categories

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

Integrations

Redtail CRM Supported
Wealthbox Supported
Addepar Not Supported
Agility Not Supported
AssetMark Not Supported
Axos Invest Not Supported
Betterment Not Supported
Blueleaf Not Supported
Charles Schwab Supported
Cheetah Wealth Management Supported
Envestnet | Tamarac Not Supported
Fidelity Not Supported
Interactive Brokers Not Supported
MX Supported
Morningstar Advisor Workstation Not Supported
Pulse Not Supported
Riskalyze Supported
Salesforce Supported
SmartOffice Not Supported
TD Ameritrade Not Supported

Integrations

Redtail CRM Supported
Wealthbox Supported
Addepar Supported
Agility Supported
AssetMark Supported
Axos Invest Supported
Betterment Supported
Blueleaf Supported
Charles Schwab Not Supported
Cheetah Wealth Management Not Supported
Envestnet | Tamarac Supported
Fidelity Supported
Interactive Brokers Supported
MX Not Supported
Morningstar Advisor Workstation Supported
Pulse Supported
Riskalyze Not Supported
Salesforce Not Supported
SmartOffice Supported
TD Ameritrade Supported
Claim Moneytree and update features and information
Claim Moneytree and update features and information
Claim RightCapital and update features and information
Claim RightCapital and update features and information