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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CCH Tagetik Corporate Performance Management software is trusted by companies to save time, reduce costs, and reduce risk. Connect data, processes, and people with one trusted source to get a quicker close and more forward-looking planning. CCH Tagetik Finance Transformation Platform powered by the Analytic Information Hub is the unified platform that connects finance & operations and streamlines consolidation & close planning, reporting & analysis, disclosures, and compliance.

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 

Screenshots View All

Screenshots View All

Integrations

Azure Marketplace Yes 
BI Book Yes 
Charles Schwab No 
Cheetah Wealth Management No 
Holistiplan No 
Kinective Bridge Yes 
MX No 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Redtail CRM No 
Riskalyze No 
SAP Cloud Platform Yes 
SAP HANA Yes 
Salesforce No 
Wealthbox No 

Integrations

Azure Marketplace No 
BI Book No 
Charles Schwab Yes 
Cheetah Wealth Management Yes 
Holistiplan Yes 
Kinective Bridge No 
MX Yes 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Excel No 
Redtail CRM Yes 
Riskalyze Yes 
SAP Cloud Platform No 
SAP HANA No 
Salesforce Yes 
Wealthbox Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Wolters Kluwer

Founded

1836

Country

United States

Website

www.tagetik.com

Vendor Details

Company Name

Moneytree Software

Founded

1981

Country

United States

Website

www.moneytree.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Lease Accounting

Amortization Schedule Yes 
Asset Management Yes 
Billing & Invoicing No 
Budgeting & Forecasting Yes 
Capitalization Reporting Yes 
Critical Date Alerts No 
Expense Tracking No 
For Equipment Leases Yes 
For Real Estate Yes 
Payment Tracking Yes 
Portfolio Management Yes 
Tax Management Yes 

Machine Learning

Deep Learning No 
ML Algorithm Library No 
Model Training No 
Natural Language Processing (NLP) No 
Predictive Modeling Yes 
Statistical / Mathematical Tools No 
Templates No 
Visualization Yes 

Predictive Analytics

AI / Machine Learning Yes 
Benchmarking Yes 
Data Blending No 
Data Mining No 
Demand Forecasting Yes 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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 

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