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Data Central vs. Moneytree Advise

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Data Central
Score 8.0 out of 10
N/A
N/AN/A
Moneytree Advise
Score 0.0 out of 10
N/A
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.N/A
Pricing
Data CentralMoneytree Advise
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Data CentralMoneytree Advise
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details—Pricing is per advisor. Some discounts may apply for IBDs.
More Pricing Information
User Ratings
Data CentralMoneytree Advise
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
Data CentralMoneytree Advise
Likelihood to Recommend
April Software
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.
Verified User
Anonymous
Read full review
Moneytree Software
No answers on this topic
Pros
April Software
  • We use Data Central to run queries & fetch data.
  • 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.
Verified User
Anonymous
Read full review
Moneytree Software
No answers on this topic
Cons
April Software
  • Its very complicated for new users
  • Data integration with multiple tables is a challenging during any launches
  • Implementation is very time consuming since it involves large amount of data
  • The output from the query is stored for maximum of 1 year & can't be retained for more than a year
Verified User
Anonymous
Read full review
Moneytree Software
No answers on this topic
Alternatives Considered
April Software
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.
Verified User
Anonymous
Read full review
Moneytree Software
No answers on this topic
Return on Investment
April Software
  • We use Data Central to run queries & fetch data.
  • 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
Verified User
Anonymous
Read full review
Moneytree Software
No answers on this topic
ScreenShots

Moneytree Advise Screenshots

Screenshot of Easily Illustrate Retirement ScenariosScreenshot of Onboard Clients Easily