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
No
API Access
Has API
No
Integrations
Charles Schwab
No
Cheetah Wealth Management
No
Holistiplan
No
MX
No
Microsoft Excel
Yes
Redtail CRM
No
Riskalyze
No
Salesforce
No
Wealthbox
No
Integrations
Charles Schwab
Yes
Cheetah Wealth Management
Yes
Holistiplan
Yes
MX
Yes
Microsoft Excel
No
Redtail CRM
Yes
Riskalyze
Yes
Salesforce
Yes
Wealthbox
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1981 per year
2 packages available: Essential and Elite
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
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
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
No
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
No
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
Yes
Multi-Department / Project
No
Profit / Loss Statement
Yes
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No