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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A complete set of financial analysis tools and strategic planning tools that will help you chart a clear path to success. A single source of truth about your company is essential to the development of best strategies. You're not seeing the whole picture if you manually switch between platforms to obtain financial data for your strategy. Maus is a comprehensive suite of financial analysis and business planning tools that helps you see the whole picture. You can create strategies that focus on specific data and provide actionable insights by working with one source of truth in your business data. A unified vision for your company will guide future initiatives to success. You will need to create detailed plans that cover the next five years of your business, and show how you can grow. Maus allows you to create business plans, run business analysis to identify areas for growth, and connect with people that can help you go in exciting new directions.

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 
QuickBooks Online Yes 
Redtail CRM No 
Riskalyze No 
Salesforce No 
Wealthbox No 
Xero Yes 

Integrations

Charles Schwab Yes 
Cheetah Wealth Management Yes 
Holistiplan Yes 
MX Yes 
QuickBooks Online No 
Redtail CRM Yes 
Riskalyze Yes 
Salesforce Yes 
Wealthbox Yes 
Xero No 

Pricing Details

$99/month
Pricing is from $99/month for small-medium businesses and from $299/month for business advisors & consultants working with multiple businesses
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 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 Yes 
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

Maus Software

Founded

1990

Country

United States

Website

maus.com/hr-policies-procedures/

Vendor Details

Company Name

Moneytree Software

Founded

1981

Country

United States

Website

www.moneytree.com

Product Features

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations No 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics No 
Widgets No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

HR Compliance

Alerts / Notifications No 
Certifications Management No 
Communication Tools Yes 
Customizable HR Documents Yes 
Document Management Yes 
Records Management Yes 
Regulations Monitoring No 
Reporting / Analytics Yes 
Roles / Permissions No 
Version Control Yes 
Workflow Management Yes 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management Yes 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

OKR

Benchmarking No 
Feedback Management No 
Goal Management No 
KPIs No 
Prioritization No 
Progress Tracking No 
Strategic Planning No 

Performance Management

360 Degree Feedback No 
Compensation Management No 
Custom Rating Scales No 
Customizable Templates No 
Individual Development Plans No 
On-going Performance Tracking No 
Peer Appraisals No 
Review Cycle Tracking No 
Self Service Portal No 
Self-Appraisals No 
Skills Assessments No 
Weighted Performance Measures No 

Policy Management

Approval Process Control Yes 
Attestation No 
Audit Trails No 
Policy Creation Yes 
Policy Library Yes 
Policy Metadata Management No 
Policy Training Yes 
Reporting / Analytics Yes 
Version Control Yes 
Workflow Management Yes 

Recruiting

Assessments No 
Background Screening No 
CRM No 
Interaction Tracking No 
Internal HR No 
Interview Management No 
Job Board Posting No 
Job Requisition No 
Onboarding No 
Recruiting Firms No 
Reference Checking No 
Resume Parsing No 
Self Service Portal No 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards 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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