Kantata PSA vs. Moneytree Plan
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
Kantata PSA | Score9 out of 10 | Mid-Size Companies (51-1,000 employees) | Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions, private messaging, planning and reporting. | N/A |
Moneytree Plan | N/A | N/A | Moneytree Plan’s in-depth planning captures and analyzes clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for clients and choose the most suitable approach for clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options. | N/A |
| Kantata PSA | Moneytree Plan | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Editions & Modules |
| No answers on this topic | ||||||||||||||
| Offerings |
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| Entry-level Setup Fee | Required | No setup fee | ||||||||||||||
| Additional Details | — | Price per advisor. Some discounts may be available for IBDs. | ||||||||||||||
| More Pricing Information | ||||||||||||||||
| Kantata PSA | Moneytree Plan | |
|---|---|---|
| Considered Both Products | No answer on this topic | No answer on this topic |
| Key User Insights | ||
| Would buy again | ||
94% Would buy again 17 Answers | No answers on this topic | |
| Delivers good value for the price | ||
94% Delivers good value for the price 15 Answers | No answers on this topic | |
| Happy with the feature set | ||
89% Happy with the feature set 16 Answers | No answers on this topic | |
| Lived up to sales and marketing promises | ||
92% Lived up to sales and marketing promises 11 Answers | No answers on this topic | |
| Implementation went as expected | ||
100% Implementation went as expected 12 Answers | No answers on this topic | |
| Kantata PSA | Moneytree Plan | |
|---|---|---|
| Small Businesses | Autotask PSA Score7.7 out of 10 | No answers on this topic |
| Medium-sized Companies | Workday Professional Services Automation Score8.2 out of 10 | No answers on this topic |
| Enterprises | Planview AdaptiveWork Score8.7 out of 10 | No answers on this topic |
| All Alternatives | View all alternatives | View all alternatives |
| Kantata PSA | Moneytree Plan | |
|---|---|---|
| Likelihood to Recommend | 9.1 | - |
| Likelihood to Renew | 9.0 | - |
| Usability | 8.0 | - |
| Availability | 9.0 | - |
| Performance | 7.0 | - |
| Support Rating | 9.0 | - |
| In-Person Training | 9.0 | - |
| Online Training | 9.0 | - |
| Implementation Rating | 9.0 | - |
| Configurability | 8.2 | - |
| Ease of integration | 8.2 | - |
| Product Scalability | 9.0 | - |
| Vendor post-sale | 9.0 | - |
| Vendor pre-sale | 9.0 | - |
| Kantata PSA | Moneytree Plan | |
|---|---|---|
| Likelihood to Recommend |
| No answers on this topic |
| Pros |
| No answers on this topic |
| Cons |
| No answers on this topic |
| Likelihood to Renew |
| No answers on this topic |
| Usability |
| No answers on this topic |
| Reliability and Availability |
| No answers on this topic |
| Performance |
| No answers on this topic |
| Support Rating |
| No answers on this topic |
| In-Person Training |
| No answers on this topic |
| Online Training |
| No answers on this topic |
| Implementation Rating |
| No answers on this topic |
| Alternatives Considered |
| No answers on this topic |
| Scalability |
| No answers on this topic |
| Return on Investment |
| No answers on this topic |
| ScreenShots | Kantata PSA Screenshots |










