Search results for Moneytree

Moneytree Advise is an easy, effective solution for busy planners. Advise allows you to spend more time with clients and less time creating financial plans through intuitive navigation and clear reports. Instant, side-by-side scenario comparisons allow for rich client interaction.

With Moneytree’s new easy-to-use solution, Merit, you have access to comprehensive data and insights on a wide range of investments. And it’s simple to compare multiple plans, account for risk and historical factors, all while answering the question: do your plans have merit? Merit allows you to:Build and compare portfolios to assess the best risk/return profile for your plans.Review and analyze portfolios based on risk, holdings, and geographic distribution.Compare many scenarios based on portfolio strengths, weaknesses, and historical data.View and present the results in a streamlined, visual way.

Automatically separate work-related expenses from personal spending spread across multiple cards and bank accounts.

Moneytree is an easy, effective solution for busy financial advisors. This software is a comprehensive solution for both goal-based and cash-flow tools that empowers you to be as customized as you need to be. The Elite package is perfect for comprehensive planners and advisors holding a diverse book of business ranging from young clients to clients approaching retirement.

Honeytree is a full-service digital agency blending creative marketing and smart technology to help small and mid-sized businesses grow. From web design and development to branding, hosting, SEO, and content strategy, we deliver tailored digital solutions under one roof. Whether you're launching a startup or scaling an established business, our team acts as your hands-on partner—offering everything from fractional CTO/CMO services to fully managed support. Big-agency talent, boutique-agency attention.

ModelTree, all-in-one valuation, analytics and reporting platform takes you 5 years ahead while many commercial real estate valuers are still dealing old way with Excel models and emails.

TEQMG is a B2B settlement ledger for licensed money-transfer offices and exchange houses. Partner offices record each mutual transaction once; the entry is mirrored to the counterparty, both ledgers stay reconciled in real time, and every correction is an append-only entry — nothing is edited or deleted. Partners exchange settlement notices, export mutual statements (PDF/CSV), and manage balances per currency. The platform never holds or moves funds: it is an accounting and reconciliation layer, not a payment processor. Arabic-first interface, also available in French and English. Hosted in France by TEQ MONEY GATEWAY SAS.

ManeStreem was created to provide women and men with a trusted resource for personal beauty services, to be conveniently delivered by fully licensed, accredited and insured professionals on demand and on location.

Banxa is a leading payment service provider and regulatory technology platform specializing in the digital asset industry. Established in 2014 and headquartered in Melbourne, Australia, Banxa offers seamless fiat-to-crypto and crypto-to-fiat transactions, enabling users to purchase and sell cryptocurrencies and NFTs using various payment methods. Operating in over 100 countries and supporting more than 50 fiat currencies, Banxa has processed billions of dollars in transactions, serving millions of customers worldwide. Key Features and Functionality: - Extensive Payment Options: Supports over 17 global and local payment methods, including credit and debit cards, Apple Pay, Google Pay, and bank transfers, facilitating easy access to digital assets. - Regulatory Compliance: Holds multiple crypto and money-transmitter licenses and registrations globally, ensuring secure and compliant transactions. - Seamless Integration: Provides flexible APIs and seamless integration with existing payment service providers, enabling businesses to incorporate crypto transactions effortlessly. - Global Reach: Operates in over 100 countries, supporting more than 50 fiat currencies, making it accessible to a diverse user base. - User-Friendly Experience: Offers a streamlined onboarding process with minimal KYC requirements, allowing users to start engaging with digital assets quickly. Primary Value and Solutions: Banxa addresses the complexities of integrating cryptocurrency transactions into traditional financial systems by providing a secure, compliant, and user-friendly platform. For businesses, Banxa's infrastructure simplifies the incorporation of crypto payments, reducing the need for extensive partnerships and regulatory navigation. For individual users, Banxa offers a straightforward pathway to enter the digital asset space, eliminating the traditional barriers associated with purchasing and selling cryptocurrencies. By bridging the gap between fiat and digital currencies, Banxa empowers merchants and consumers to participate in the evolving global financial ecosystem seamlessly.

MoneyFeed is expense-capture software for small businesses, freelancers and the accountants who serve them. Clients send photos of receipts and invoices through WhatsApp, the messaging app they already use every day. MoneyFeed organizes those expenses — auto-categorized, with a dashboard and monthly summary — and produces a clean, downloadable Excel/CSV file that the client shares with their accountant. MoneyFeed is not bookkeeping software and does not replace QuickBooks or Xero: it performs no tax filing or reconciliation, and it does not deliver anything to an accountant automatically. It solves the step before bookkeeping — getting complete, organized expense records out of clients' phones and into a file a firm can actually work from. Paid plans add receipt scanning volume, mileage tracking, quarterly tax estimates and a Schedule C tax summary, bank auto-import, and PDF/Excel export. For firms, MoneyFeed offers a partner program for CPAs and bookkeepers whose clients struggle with recordkeeping (moneyfeed.io/for-accountants). MoneyFeed is developed by Maxe Feed Holdings LLC, based in Houston / Sugar Land, Texas.

The Moneytizer is an advertising platform designed to allow medium and small sized sites to optimize their advertising revenue.

Robo Advisor solutions for the financial industry. Strengthen customer loyalty and open up new sources of revenue.

Onetree is a technology services and consulting company specializing in staff augmentation and custom software development. Founded in 2009, Onetree has a presence in over 10 countries, including offices in Uruguay, the United States, and Bolivia. The company offers expertise in .NET, Azure, React, Angular, Node.js, Python, and UI/UX design, serving industries such as education, healthcare, retail, and enterprise technology. Key Features and Functionality: - Staff Augmentation: Onetree provides skilled professionals, including developers, QA engineers, and project managers, to seamlessly integrate with existing teams, enabling businesses to scale efficiently and fill skill gaps. - Custom Software Development: The company offers comprehensive web development services, integrating frontend and backend solutions to create scalable and high-performance applications. - E-commerce Development: Specializing in Adobe Commerce, Onetree delivers tailored e-commerce solutions that enhance user experience and drive sales. - Mobile Development: Onetree develops cutting-edge mobile applications with excellent UX for Android, iOS, and other mobile devices, helping companies leverage technological capabilities. - Product Design: The company offers product design services for any stage of a product’s life cycle, building meaningful products that meet the needs of real users. Primary Value and Solutions: Onetree enables businesses to accelerate digital transformation by providing rapid access to pre-vetted, nearshore talent that operates in U.S. time zones, ensuring real-time collaboration. Their flexible engagement models, including staff augmentation and dedicated teams, allow companies to adapt to project scope changes seamlessly. By leveraging Onetree's expertise, clients can reduce recruitment time, fill technical gaps, and focus on strategic initiatives, ultimately driving growth and innovation.

PriceLenz is a pricing optimization software that provides businesses with the actionable insight they need to make smarter pricing decisions to maximize revenue.

Naav is a project management tool that focuses to make its user's life easier. The combination of a user-friendly interface, fast response rate, AI integrations, and the needed features to forget about using 3-4 tools, makes Naav the perfect tool for project management, and a money-time saver. Easy to use: Designed with simplicity in mind, making it easy for anyone to use, regardless of technical experience. Lightning fast: With lightning-fast performance, you can get things done quickly and efficiently, freeing up more time for what matters most. Modern Design: Naav is as stylish as it is practical, helping you stay motivated and engaged with your projects.

Focus on your core operations while we handle the complex IT infrastructure. Our customized cloud hosting solutions, built on top-tier platforms, provide the reliability, security, and scalability your business needs to thrive. With 24/7 expert support, seamless migration, and cost-effective pricing, you can enjoy the benefits of enterprise-grade technology without the hassle.

Vertex is an AI-native CRM and growth platform. It brings sales pipeline, marketing analytics, meetings, communications, billing and OTT/SaaS subscription management into one system on a single database. Its built-in AI assistant goes beyond answering questions to doing the work. It creates deals, drafts sales orders, builds discounts and custom plans, books meetings and sends email, all from a plain-English chat. Each action the assistant takes appears as a result card that you review and approve before anything is committed. Money-related and bulk actions always go through an approval step. Every action runs within the user’s own permissions and is fully audited, so teams can automate busywork without giving up control. The assistant also watches your numbers, such as MRR, churn and funnel conversion, then flags what changed and suggests the next move. Because every product shares one database, an anonymous website visitor, a lead, a deal and a paying subscriber are the same record from start to finish. Marketing analytics follow the full path from visitor to lead to deal to revenue, and you can drill down to a single session. A unified inbox ties email, SMS, WhatsApp, voice and support tickets to the right contact and deal. Booking pages include reminders, verified bookings and two-way Google and Microsoft calendar sync. Vertex was built running real streaming subscriptions, and it includes deep billing for subscription businesses: Quotes, invoices, multi-currency subscriptions and dunning, all synced with Stripe For OTT and streaming: per-region pricing, trials, pauses, win-back campaigns, and retention offers that trigger automatically when a subscriber tries to cancel For SaaS: multi-tenant billing with MRR, NRR and churn tracking, plan-based entitlements and quotas, self-serve checkout and upgrades, and a customer billing portal Customers bring their own provider keys for Stripe, email, SMS and AI. This means no metered markup, and customer data and credentials stay under their ownership. Key features Agentic AI assistant with approval cards, permission scoping and audit logs Contacts, companies, deals and a workflow automation engine Marketing analytics from visitor to lead to deal to revenue Meeting scheduling with two-way Google and Microsoft calendar sync Unified inbox for email, SMS, WhatsApp, voice and tickets Quotes, invoicing, subscriptions, multi-currency billing and dunning OTT subscriber management, including churn and retention offers Multi-tenant SaaS billing, entitlements and a customer billing portal Full REST API Integrations with Stripe, Google, Microsoft 365, Gmail, Telnyx, Postmark, WhatsApp, Google Ads, Meta Ads, Xero, QuickBooks, Slack, Zapier and Claude