Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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