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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Enhance your clients' financial success and oversee their fiscal health through a streamlined platform. Allow IndustriusCFO to offer insightful financial benchmarks against competitors and tailored recommendations to address identified weaknesses. This tool reveals opportunities for cost savings and revenue generation by highlighting essential financial ratios relevant to your industry, along with a customized strategy for business enhancement and growth. Gain valuable insights into various industries to evaluate their performance and determine if they represent a high or low-risk investment for your resources. With access to data on over 2,500 industries and more than 1 million private enterprises, finding the necessary information is effortless. Explore annual financial statements, median data, visual representations, ratios, and much more about your industry's rivals or peer organizations, enabling you to make informed decisions. This comprehensive analysis positions you to better support your clients in achieving their financial objectives.

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

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

Types of Training

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

Vendor Details

Company Name

IndustriusCFO

Founded

2013

Country

United States

Website

www.industriuscfo.com

Vendor Details

Company Name

Moneytree Software

Founded

1981

Country

United States

Website

www.moneytree.com

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics 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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