Simulation Software
Onetime(Perpetual License)
About
Moneytree Plan's in-depth planning can help capture and analyze a client's current financial situation, and illustrate the impacts of important decisions on their financial future. Cash flow planning may be ideal for complex client situations or when tracking all the cashflow details is necessary for a thorough analysis. Educating clients on the implications of choices, and bringing awareness to the significance of changing assumptions, can help deliver transparency to the long-term impact of actions.
Key Features
- ✓ Tax Management
- ✓ Performance Metrics
- ✓ Data Import-Export
- ✓ Client Management (Customer)
- ✓ Budgeting
- ✓ Cash Management
- ✓ Compliance Reporting
Pricing
Advise
USD
495
/Year
- Big Picture
- Goal Tracking
- Interactive
- Big Picture
- Goal Tracking
- Interactive
Plan
USD
1
/Year
- In Depth
- Accurate
- Goal Tracking
- Cash Flow Tracking
- What-If Analysis
- In Depth
- Accurate
- Goal Tracking
- Cash Flow Tracking
- What-If Analysis
User Reviews
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Frequently Asked Questions
How much does Moneytree Plan cost?
▼
Moneytree Plan offers 3 pricing plan(s):
- Advise — USD495.00 /Year
- Plan — USD1.00 /Year
- For Ensembles — USD0.00
What is Moneytree Plan used for?
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Moneytree Plan is a Simulation Software solution. Top features include:
- Tax Management
- Performance Metrics
- Data Import-Export
- Client Management (Customer)
- Budgeting
Does Moneytree Plan offer a free trial?
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Yes, Moneytree Plan offers a 0-day free trial.
What support does Moneytree Plan provide?
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Moneytree Plan provides Online (Ticket) support.
Is Moneytree Plan cloud-based or on-premise?
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Moneytree Plan is Cloud Hosted software.
What training resources does Moneytree Plan offer?
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Moneytree Plan provides Help Guides,Blogs for training.
