MoneytreeMoneytree Software
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SynoptixCompusoft Development LLC
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Related Products
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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.
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About
Business Intelligence Software to make your complex reporting needs easy. Any ERP, any data point, any report. No IT.
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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
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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
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Audience
Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports
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Audience
Higher Education, Healthcare, Manufacturing, Food & Beverage, Defense and Aerospace
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$1981 per year
2 packages available: Essential and Elite
Free Version
Not Supported
Free Trial
Supported
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PricingReach out to our sales team for pricing based on your ERP
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationMoneytree Software
Founded: 1981
United States
www.moneytree.com
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Company InformationCompusoft Development LLC
Founded: 1993
United States
synoptixsoftware.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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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
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