Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Experience a contemporary 401(k) without intermediaries. If your current provider is listed here, we may be able to cut your fees by 40% or even more. Simply send us your fee disclosure, also known as a 408b2, from your existing provider. If you're unsure how to find this document, don't hesitate to call us for assistance. Remember, the Department of Labor mandates that plan sponsors regularly benchmark their plans, ensuring you meet your fiduciary responsibilities. As you aim for a secure financial retirement, it's essential to assess whether your 401(k) is on the right track. Our team member will provide you with a free “side-by-side” fee comparison, illustrating how elevated fees could affect your account balance in the long run. Take the initiative and transition to America’s Best 401(k) today. There are no conversion fees, and our dedicated team ensures a seamless transition throughout the process. The sooner you make the switch, the sooner you can start enjoying the benefits of your savings. Don't wait; the path to a more prosperous retirement could begin with a simple phone call.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
Charles Schwab
No
Cheetah Wealth Management
No
Holistiplan
No
MX
No
Redtail CRM
No
Riskalyze
No
Salesforce
No
Wealthbox
No
Integrations
Charles Schwab
Yes
Cheetah Wealth Management
Yes
Holistiplan
Yes
MX
Yes
Redtail CRM
Yes
Riskalyze
Yes
Salesforce
Yes
Wealthbox
Yes
Pricing Details
$400 Quarterly
0.40% of account balance annually
Free Trial
No
Free Version
No
Pricing Details
$1981 per year
2 packages available: Essential and Elite
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
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Americas Best 401k
Founded
2012
Country
United States
Website
americasbest401k.com
Vendor Details
Company Name
Moneytree Software
Founded
1981
Country
United States
Website
www.moneytree.com
Product Features
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