Moneytree

Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
Moneytree eMoney

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Moneytree:

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.
eMoney:

About

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
Moneytree:

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
eMoney:

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
Moneytree:

Audience

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

Audience

Financial advisors that need a CRM solution to improve and manage all their operations
Moneytree:

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Moneytree:

API

Offers API Not Supported
eMoney:

API

Offers API Not Supported
Moneytree:

Screenshots and Videos

eMoney:

Screenshots and Videos

Moneytree:

Pricing

$1981 per year
2 packages available: Essential and Elite
Free Version Not Supported
Free Trial Supported
eMoney:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Moneytree:

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
eMoney:

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
Moneytree:

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Moneytree:

Company Information

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

Company Information

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
Moneytree:

Alternatives

Bloomberg Income Tax Planner

Bloomberg Income Tax Planner

Bloomberg Tax & Accounting
3.0 out of 5 stars
eMoney:

Alternatives

Moneytree:
eMoney

eMoney

eMoney Advisor
eMoney:
Moneytree:
Equisoft/plan

Equisoft/plan

Equisoft
eMoney:
Moneytree:
eMoney:
Moneytree:
MoneyGuide

MoneyGuide

Envestnet
eMoney:
MoneyGuide

MoneyGuide

Envestnet
Moneytree:

Categories

Budgeting Supported
Reporting Supported
Wealth Management Supported
eMoney:

Categories

Moneytree:

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
eMoney:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Moneytree:

Integrations

Charles Schwab Supported
Cheetah Wealth Management Supported
CoinTracker Not Supported
Holistiplan Supported
MX Supported
MoneyGuide Not Supported
Morningstar Advisor Workstation Not Supported
Nitrogen Not Supported
Plus & Minus Not Supported
Redtail CRM Supported
Riskalyze Supported
Salesforce Supported
SmartOffice Not Supported
Tres Finance Not Supported
Wealth.com Not Supported
Wealthbox Supported
eMoney:

Integrations

Charles Schwab Not Supported
Cheetah Wealth Management Not Supported
CoinTracker Supported
Holistiplan Not Supported
MX Not Supported
MoneyGuide Supported
Morningstar Advisor Workstation Supported
Nitrogen Supported
Plus & Minus Supported
Redtail CRM Not Supported
Riskalyze Not Supported
Salesforce Not Supported
SmartOffice Supported
Tres Finance Supported
Wealth.com Supported
Wealthbox Not Supported
Moneytree:
Claim Moneytree and update features and information
Claim Moneytree and update features and information
eMoney:
Claim eMoney and update features and information
Claim eMoney and update features and information