Moneytree

Don't have WebCatalog Desktop installed? Download WebCatalog Desktop.

Enhance your experience with the desktop app for Moneytree on WebCatalog Desktop for Mac, Windows.

Run apps in distraction-free windows with many enhancements.
Manage and switch between multiple accounts and apps easily without switching browsers.

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.

Categories:

Finance

Financial Analytics Tools

Website: moneytree.com

Disclaimer: WebCatalog is not affiliated, associated, authorized, endorsed by or in any way officially connected to Moneytree. All product names, logos, and brands are property of their respective owners.