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
Q: What kinds of users and organization types does Moneytree work with?
Moneytree works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Moneytree support in their product?
Moneytree supports these languages: English.
Q: What kind of support options does Moneytree offer?
Moneytree offers support via phone support and online.
Q: What other applications or services does Moneytree integrate with?
Moneytree integrates with: Cheetah Wealth Management, Charles Schwab, Holistiplan, MX, Redtail CRM, Riskalyze, Salesforce, and Wealthbox.
Q: What type of training does Moneytree provide?
Moneytree provides training in the form of documentation, webinars, and videos.
Q: Does Moneytree offer a free trial?
Yes, Moneytree offers a free trial.
Q: How much does Moneytree cost?
Pricing for Moneytree starts at $1981 per year.
Q: What pricing for support is available for Moneytree?
Moneytree offers support included with purchase.
Moneytree Product Features
Budgeting
"What If" Scenarios
Supported
Asset Planning
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
Multi-Company
Supported
Profit / Loss Statement
Supported
Balance Sheet
Not Supported
Capital Asset Planning
Not Supported
General Ledger
Not Supported
Income Statements
Not Supported
Multi-Department / Project
Not Supported
Project Budgeting
Not Supported
Run Rate Tracking
Not Supported
Version Control
Not Supported
Reporting
Financial Reports
Supported
Forecasting
Supported
Customizable Dashboard
Not Supported
Data Source Connectors
Not Supported
Drag & Drop
Not Supported
Drill Down
Not Supported
Email Reports
Not Supported
Marketing Reports
Not Supported
OLAP
Not Supported
Report Export
Not Supported
Sales Reports
Not Supported
Scheduled / Automated Reports
Not Supported
