Moneytree Plan

About Moneytree Plan

Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates the impacts of important decisions on their financial future. Cash flow planning is ideal for complex client situations or when tracking all the cashflow details is necessary for a thorough analysis. Educate clients on the implications of choices, bring awareness to the significance of changing assumptions, and deliver transparency to the long-term impact of actions.

Pricing

Free Trial Available
Starts at $495.00. Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Moneytree Plan Features

Show Feature Explanation

Cash Management

Collection and management of cash.

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Compliance Reporting

Helps in creating a compliance report to establish an effective and efficient policy and procedure management.

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Data Import-Export

Helps in importing and exporting data

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Moneytree Plan Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Advise $495.00 $495.00 per year

Features

Big Picture
Goal Tracking
Interactive

Plan $1,345.00 $1,345.00 per year

Features

In Depth
Accurate
Goal Tracking
Cash Flow Tracking
What-If Analysis

For Ensembles Custom

Features

Multi-advisor
Ensembles

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Disclaimer: The pricing details were last updated on 29/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Moneytree Plan Pricing