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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Dimply has created a platform that empowers financial institutions to develop uniquely branded and engaging fintech solutions, which can tap into the extensive data available within their partners' ecosystems, allowing for the intelligent presentation of tailored and relevant experiences that evolve with the customer's needs. Our goal is to enhance individuals' perceptions and emotions regarding their finances, thereby fostering a more prosperous financial future for both them and society as a whole. This innovative customer experience platform is tailored specifically for the financial sector. It enables you to utilize any available data source to provide highly personalized digital interactions, no matter how complex, on a large scale. You can easily create and implement customer experiences that engage, inform, and facilitate transactions with your clients seamlessly. By integrating your data in real time, you can orchestrate the next optimal experience for your customers, ensuring that each engagement is consistently on-brand and delivered directly within your applications. This approach not only strengthens customer relationships but also contributes to a more dynamic financial environment.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 No 
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 No 
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

Dimply

Founded

2020

Country

Ireland

Website

www.dimply.ai/

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 

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