Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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