Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With BrainX Elite, your team will quickly enhance their sales capabilities, boost profits, and enjoy a more fulfilling and empowered lifestyle! Similar to BrainX Legacy, which is utilized by businesses across all seven continents to impart essential strategies from various selling techniques, Elite offers a smart system tailored to each individual learner. This innovative platform evaluates each salesperson’s needs, curates a customized set of instructional materials and practice tasks, and develops a training schedule designed to ensure every participant achieves mastery. The program surpasses basic training by imparting advanced skills that cultivate top-tier sales professionals capable of outperforming the competition. A notable addition in Elite is the intelligent pre-call planning feature, which leads to immediate improvements in sales performance, alongside a sophisticated course system and a comprehensive repository of best practice content, all aimed at minimizing training costs and accelerating the path to proficiency. Furthermore, this combination of features enables teams to work more efficiently, ultimately creating a more dynamic and effective sales force.
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
No price information available.
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BrainX
Website
www.brainx.com
Vendor Details
Company Name
Moneytree Software
Founded
1981
Country
United States
Website
www.moneytree.com
Product Features
Learning Management Systems (LMS)
Academic / Education
Yes
Asynchronous Learning
No
Blended Learning
Yes
Built-In Course Authoring
Yes
Corporate / Business
Yes
Customizable
No
Gamification
Yes
Learner Portal
Yes
Mobile Learning
No
Open Source
No
SCORM Compliance
Yes
Synchronous Learning
No
Video Conferencing
No
eCommerce
No
eLearning Companies
Yes
Sales Training
Analytics / Reporting
No
Assessment Management
No
Built-in Course Authoring
No
Certification Management
No
Customizable Branding
No
Gamification
No
Learning Management
No
Microlearning
No
Onboarding
No
Practice Tools
No
Progress Tracking
No
Video Assessments
No
Talent Management
Career Development Planning
No
Compensation Management
No
Competency Management
No
Employee Lifecycle Management
No
Goal Setting / Tracking
No
Job Description Management
No
Onboarding
No
Performance Appraisal
No
Recruiting Management
No
Succession Planning
No
Training Management
Yes
Training
Academic / Education
Yes
Asynchronous Learning
No
Blended Learning
Yes
Built-In Course Authoring
Yes
Built-in LMS
Yes
Certification Management
No
Corporate / Business
Yes
Learner Portal
Yes
Mobile Learning
No
Simulation
No
Synchronous Learning
No
Training Companies
No
eCommerce
No
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