Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We assist you in merging information from all your various tools, applications, and databases, as we are entirely neutral regarding data sources. You won't have to grasp a new reporting syntax; instead, you can compile data from different platforms into an Excel report with just a click. Your tailored solution will be ready in a matter of weeks rather than dragging on for months, allowing you to focus on your core responsibilities while we handle the complex tasks. Our system enables data to be imported from any origin into the Dataccuity central repository, and we offer the option to host your information either in the cloud or within your current on-premise setup. Our streamlined data integration product eliminates reporting inaccuracies, enabling quicker, data-driven decisions with reliable information. You prefer to visualize your data in a personalized manner, and we will serve as the lens through which you can view everything tailored to your business needs, ensuring you have a comprehensive understanding of your data landscape. Furthermore, our solution empowers you to gain insights and make informed choices that can drive your business forward.
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
Integrations
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Microsoft Excel
Redtail CRM
Riskalyze
Salesforce
Wealthbox
Integrations
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Microsoft Excel
Redtail CRM
Riskalyze
Salesforce
Wealthbox
Pricing Details
No price information available.
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
Dataccuity
Founded
2015
Country
United States
Website
www.dataccuity.com
Vendor Details
Company Name
Moneytree Software
Founded
1981
Country
United States
Website
www.moneytree.com
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
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