Moneytree Advise is presented as a solution for busy planners. Advise is designed to allow users to spend more time with clients and less time creating financial plans through navigation and clear reports, with instant, side-by-side scenario comparisons that allow for rich client interaction.
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Pricing
Data Central
Moneytree Advise
Editions & Modules
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No answers on this topic
Offerings
Pricing Offerings
Data Central
Moneytree Advise
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Pricing is per advisor. Some discounts may apply for IBDs.
Well suited: 1. We use Data Central to run queries & fetch data. 2. It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs. 3. Its so customizable as we can fetch the data through query for a particular, day, week, month, year. Least Suited: 1. Its very complicated for new users. 2. Data integration with multiple tables is a challenging during any launches. 3. Implementation is very time consuming since it involves large amount of data. 4. The output from the query is stored for maximum of 1 year & can't be retained for more than a year.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs
Its so customizable as we can fetch the data through query for a particular, day, week, month, year.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Haven't tried any alternatives to Data Central as what we were looking for was very unique & customizable solutions. So, we went ahead with Data Central only. As we were able to scale our operations & appplications through it.We use Data Central to run queries & fetch data. It's so customizable as we can fetch the data through query for a particular, day, week, month, year.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs
Its so customizable as we can fetch the data through query for a particular, day, week, month, year.
Data integration with multiple tables is a challenging during any launches
The output from the query is stored for maximum of 1 year & can't be retained for more than a year
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
