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Average Ratings 0 Ratings

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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

RightCapital's platform simplifies complex financial scenarios, offering clarity, accuracy, and adaptability. It allows you to present various situations, conduct stress tests, and more, ensuring that your clients can envision their ideal lifestyles, such as enjoying mornings on the golf course and afternoons at the beach. By clearly demonstrating how an optimal tax-efficient distribution strategy can save them money, you will facilitate their understanding of withdrawal schedules and Roth conversions. Additionally, you can assist in safeguarding your clients against unexpected events like disability or death by assessing their needs in various circumstances and pinpointing strategies for their success. Leverage our specialized student loan module to compare different payment options, helping clients alleviate their student debt burdens or those of their children. With RightCapital, rest assured that you will receive the clarity, flexibility, and support essential for crafting effective financial plans that truly resonate with your clients' aspirations. Ultimately, your proactive guidance will empower your clients to achieve their financial dreams with confidence.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Redtail CRM Yes 
Wealthbox Yes 
Addepar No 
Agility No 
AssetMark No 
Betterment No 
Black Diamond Wealth Platform No 
Bridge No 
Cheetah Wealth Management Yes 
CircleBlack No 
Envestnet | Tamarac No 
Fidelity No 
FinFolio No 
Holistiplan Yes 
Morningstar No 
Morningstar Advisor Workstation No 
Orion No 
Pulse No 
SmartOffice No 
TD Ameritrade No 

Integrations

Redtail CRM Yes 
Wealthbox Yes 
Addepar Yes 
Agility Yes 
AssetMark Yes 
Betterment Yes 
Black Diamond Wealth Platform Yes 
Bridge Yes 
Cheetah Wealth Management No 
CircleBlack Yes 
Envestnet | Tamarac Yes 
Fidelity Yes 
FinFolio Yes 
Holistiplan No 
Morningstar Yes 
Morningstar Advisor Workstation Yes 
Orion Yes 
Pulse Yes 
SmartOffice Yes 
TD Ameritrade Yes 

Pricing Details

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

Pricing Details

$139.95 per month
Free Trial No 
Free Version Yes 

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 Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
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 No 
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

RightCapital

Country

United States

Website

www.rightcapital.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

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