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MoneyTree

MoneyTree offers three different software packages as well as a Total Planning System to meet a range of financial planning needs.

Silver Financial Planner features:

  • Delivers a 40+ page report that covers all fundamental financial planning issues
  • It is a quick, easy-to-use program designed for planners to work interactively with clients and produce effective on-screen and printed graphs, charts and reports
  • Uses Monte-Carlo based “What-If” scenario planning to illustrate scenario changes in real time based on specific inputs and desired outcomes
  • Available as a desktop web-based application


Total Planning System features:
The Total Planning System consists of three planning modules in one interface:

  1. Easy Money is a comprehensive, goal-based module that covers all aspects of a financial plan
    • Easy Money focuses on clients in the accumulation phase of their lives, and illustrates the best way to meet their objectives
  2. Golden Years is a detailed, cash-flow-based application for the retiree/pre-retiree who needs finely tuned detail and highly accurate yearly tax analysis
    • Golden Years focuses on asset growth, income, expenses, and taxes with an unusual degree of accuracy and completeness
  3. Strategic Solutions is a set of 10 short, focused reports on specific planning topics