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Average Ratings 0 Ratings

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ease
features
design
support

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Description

DEPTH4 analyzes countless headlines, sparing you the effort of sifting through them. It transforms news into organized macro theses complete with trading strategies, monitors these as new information emerges, and compiles them into SIGNALS, offering real-time insights on which assets are poised for significant movement. Furthermore, DEPTH4 goes beyond current events by forecasting future developments, identifying the complete macro cascade, and revealing what the market has yet to account for, including potential direction, timing, and untapped opportunities, rather than simply providing another news feed. With this proactive approach, investors can make better-informed decisions based on comprehensive market analysis.

Description

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox

Integrations

Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox

Pricing Details

$29/month
Free Trial
Free Version

Pricing Details

$1981 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DEPTH4

Founded

2026

Country

Sweden

Website

depth4.com

Vendor Details

Company Name

Moneytree Software

Founded

1981

Country

United States

Website

www.moneytree.com

Product Features

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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