Moneytree

Moneytree

Moneytree Software
Synoptix

Synoptix

Compusoft Development LLC
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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

Business Intelligence Software to make your complex reporting needs easy. Any ERP, any data point, any report. No IT.

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 Supported
Mac Supported
Linux Not Supported
Cloud Not 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

Higher Education, Healthcare, Manufacturing, Food & Beverage, Defense and Aerospace

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not 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

Reach out to our sales team for pricing based on your ERP
Free Version Not 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

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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 Supported

Company Information

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

Company Information

Compusoft Development LLC
Founded: 1993
United States
synoptixsoftware.com

Alternatives

eMoney

eMoney

eMoney Advisor

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Bloomberg Income Tax Planner

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Board

Board

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MoneyGuide

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Envestnet
OneStream

OneStream

OneStream Software

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

Budgeting Features

"What If" Scenarios Supported
Asset Planning Not Supported
Balance Sheet Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Not Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Not Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Business Performance Management Features

Ad hoc Analysis Not Supported
Ad Hoc Reports Not Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Not Supported
Dashboard Not Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Not Supported
Sales Trend Analysis Not Supported
Statistical Analysis Not Supported

Integrations

Aptean Process Manufacturing ERP Ross Edition Not Supported
Charles Schwab Supported
Cheetah Wealth Management Supported
Ellucian Not Supported
Holistiplan Supported
Infor CloudSuite Industrial Enterprise Not Supported
Infor VISUAL Not Supported
MX Supported
Made2Manage ERP Not Supported
NetSuite Not Supported
ROSS Not Supported
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
TCM Not Supported
Wealthbox Supported

Integrations

Aptean Process Manufacturing ERP Ross Edition Supported
Charles Schwab Not Supported
Cheetah Wealth Management Not Supported
Ellucian Supported
Holistiplan Not Supported
Infor CloudSuite Industrial Enterprise Supported
Infor VISUAL Supported
MX Not Supported
Made2Manage ERP Supported
NetSuite Supported
ROSS Supported
Redtail CRM Not Supported
Riskalyze Not Supported
Salesforce Not Supported
TCM Supported
Wealthbox Not Supported
Claim Moneytree and update features and information
Claim Moneytree and update features and information
Claim Synoptix and update features and information
Claim Synoptix and update features and information