Audience
Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports
About Moneytree
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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Pricing
Starting Price:
$1981 per year
Pricing Details:
2 packages available: Essential and Elite
Free Trial:
Free Trial available.
Integrations
Company Information
Moneytree Software
Founded: 1981
United States
www.moneytree.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
Videos
Support
Phone Support
Online
Moneytree Frequently Asked Questions
Moneytree Product Features
Budgeting
"What If" Scenarios
Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
Multi-Company
Profit / Loss Statement
Balance Sheet
Capital Asset Planning
General Ledger
Income Statements
Multi-Department / Project
Project Budgeting
Run Rate Tracking
Version Control
Reporting
Financial Reports
Forecasting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
