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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Hospitals utilize numerous software solutions, yet they prioritize ease of use over complicated systems. They prefer a comprehensive platform rather than a standalone product. Strata distinguishes itself not as a mere product but as an extensive platform offering software and service solutions tailored for financial analytics, planning, and performance enhancement. With an expansive network that includes over 400 health systems and more than 2,000 hospitals, alongside the highest service standards in the industry maintained for over ten years, Strata presents an exceptional array of software and service solutions designed to aid healthcare providers in improving their analytical capabilities, strategic planning, and overall performance. Our mission is to support healthcare organizations in their efforts to reduce care costs while enhancing the well-being of their communities. We are committed to being a valuable partner in this endeavor.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Charles Schwab Yes 
Cheetah Wealth Management Yes 
Holistiplan Yes 
JamLoop No 
MX Yes 
Redtail CRM Yes 
Riskalyze Yes 
Salesforce Yes 
Wealthbox Yes 

Integrations

Charles Schwab No 
Cheetah Wealth Management No 
Holistiplan No 
JamLoop Yes 
MX No 
Redtail CRM No 
Riskalyze No 
Salesforce No 
Wealthbox No 

Pricing Details

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

Pricing Details

No price information available.
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 No 
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 No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Moneytree Software

Founded

1981

Country

United States

Website

www.moneytree.com

Vendor Details

Company Name

Strata Decision Technology

Founded

2008

Country

United States

Website

www.stratadecision.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

Data Center Management

Audit Trail No 
Behavior-Based Acceleration No 
Cross Reference System No 
Device Auto Discovery No 
Diagnostic Testing No 
Import / Export Data No 
JCL Management No 
Multi-Platform Yes 
Multi-User No 
Power Management No 
Sarbanes-Oxley Compliance No 

Virtualization

Archiving & Retention No 
Capacity Monitoring Yes 
Data Mobility No 
Desktop Virtualization No 
Disaster Recovery No 
Namespace Management No 
Performance Management Yes 
Version Control No 
Virtual Machine Monitoring Yes 

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