MoneytreeMoneytree Software
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TCMTCM Infosys
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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
TCM provides a powerful database and tools for the most complex budgeting and forecasting, financial consolidation and management reporting and analysis. TCM’s integrated functionality provides an easy-to-use solution to give you a complete picture of the organization, allowing you to view and analyze it from a variety of perspectives. TCM removes the limitations on your spreadsheets and provides a powerful predictive analysis function that allows you to run limitless “what if” scenarios to vastly improve your corporate information, decision-making and performance management. TCM enterprise performance management solutions have been designed so that they are completely scalable and can be customized to meet your needs. No programming is required. TCM solutions are designed by business and financial experts, created with OLAP technology. TCM's solutions are genuinely flexible enabling you to respond to changes quickly and effectively, minimizing reliance on 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
Not 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
Organizations that need financial analysis software
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
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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Pricing
No information available.
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
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationMoneytree Software
Founded: 1981
United States
www.moneytree.com
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Company InformationTCM Infosys
Founded: 2001
United Kingdom
www.tcminfosys.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
Supported
Balance Sheet
Supported
Capital Asset Planning
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
Supported
Business Intelligence Features
Ad Hoc Reports
Supported
Benchmarking
Supported
Budgeting & Forecasting
Supported
Dashboard
Supported
Data Analysis
Supported
Key Performance Indicators
Supported
Natural Language Generation (NLG)
Not Supported
Performance Metrics
Supported
Predictive Analytics
Supported
Profitability Analysis
Supported
Strategic Planning
Supported
Trend / Problem Indicators
Supported
Visual Analytics
Supported
Business Performance Management Features
Ad hoc Analysis
Supported
Ad Hoc Reports
Supported
Budgeting & Forecasting
Supported
Consolidation / Roll-Up
Supported
Dashboard
Supported
Key Performance Indicators
Supported
Predictive Analytics
Supported
Qualitative Analysis
Supported
Quantitative Analysis
Supported
Scorecarding
Supported
Strategic Planning
Supported
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Integrations
Charles Schwab
Supported
Cheetah Wealth Management
Supported
Holistiplan
Supported
Jira
Not Supported
MX
Supported
Redtail CRM
Supported
Riskalyze
Supported
Salesforce
Supported
Synoptix
Not Supported
Wealthbox
Supported
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Integrations
Charles Schwab
Not Supported
Cheetah Wealth Management
Not Supported
Holistiplan
Not Supported
Jira
Supported
MX
Not Supported
Redtail CRM
Not Supported
Riskalyze
Not Supported
Salesforce
Not Supported
Synoptix
Supported
Wealthbox
Not Supported
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