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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Connecting with your clients and gathering their information can be effortlessly achieved through a simple email. Once they complete their engagement, transferring their data to your CRM or Financial Planning application is a straightforward process that requires just one click. Each client presents a distinct set of needs, so having the capacity to adapt to various scenarios—from straightforward to complex—is essential. You have the ability to design personalized engagement templates, allowing you to tailor each client's experience according to your preferences. One of our primary objectives is to help you save both time and resources. This is why we seamlessly integrate with the tools you use most often and offer functionalities that can substitute for those you rarely rely on. We are committed to continually enhancing our platform based on feedback from our advisors, ensuring that we stay responsive to their needs. We take pride in knowing that PreciseFP is often one of the initial interactions clients have with their financial advisors. With our latest update, users will find the interface more intuitive, highly customizable, and quicker than it has ever been before, making client engagement a truly streamlined experience. Furthermore, we believe that fostering strong relationships with clients starts right from their first interaction, making it vital to provide an outstanding service from the outset.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charles Schwab Yes 
Cheetah Wealth Management Yes 
Chief No 
FP Alpha No 
Holistiplan Yes 
MX Yes 
MoneyGuide No 
Motileo No 
Redtail CRM Yes 
Riskalyze Yes 
Salesforce Yes 
SmartOffice No 
Wealthbox Yes 
Wufoo No 
Zapier No 

Integrations

Charles Schwab No 
Cheetah Wealth Management No 
Chief Yes 
FP Alpha Yes 
Holistiplan No 
MX No 
MoneyGuide Yes 
Motileo Yes 
Redtail CRM No 
Riskalyze No 
Salesforce No 
SmartOffice Yes 
Wealthbox No 
Wufoo Yes 
Zapier Yes 

Pricing Details

$1981 per year
2 packages available: Essential and Elite
Free Trial Yes 
Free Version No 

Pricing Details

$60 per month
Free Trial Yes 
Free Version 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 

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 Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Moneytree Software

Founded

1981

Country

United States

Website

www.moneytree.com

Vendor Details

Company Name

Spectrum Input

Country

Poland

Website

precisefp.com

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 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing No 
Version Control Yes 

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