MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Plan for any situation
Deep Dive with Clara AIMoneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates the impacts of important decisions on their financial future. Cash flow planning is ideal for complex client situations or when tracking all the cashflow details is necessary for a thorough analysis. Educate clients on the implications of choices, bring awareness to the significance of changing assumptions, and deliver transparency to the long-term impact of actions.
Read morePricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Budgeting
Prepares a plan to spend your money by balancing income and expenses.Compliance Reporting
Helps in creating a compliance report to establish an effective and efficient policy and procedure management.Tax Management
Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in timeData Import-Export
Helps in importing and exporting dataPerformance Metrics
Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a teamClient Management (Customer)
Facilitates strong necessary data about clients/customers and allows access to it when requiredCash Management
Collection and management of cash.Free Trial
Available
Advise $495.00 $495.00 per year
Features
Plan $1,345.00 $1,345.00 per year
Features
For Ensembles Custom
Features
Screenshots of Vendor Pricing Page
Disclaimer: The pricing details were last updated on 29/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Moneytree Plan Pricing
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Moneytree Plan used for?
Learn more about Moneytree Plan features.
Does Moneytree Plan provide API?
No, Moneytree Plan does not provide API.
Vendor Details
Muncie, IndianaSocial Media Handles
Not available
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