Money Tree Software, Making Good Financial Planners Better.

Free Guide to Developing &
Delivering Financial Plans
Free Financial Planning
Interview Guide

Announcing TOTAL Online

TOTAL Online improves financial planning for advisors with its easy to understand data input, backed with industry-proven calculations and professional reports.

Start planning today - the first 30 days are on us.

 or Learn More
Financial Planning Software Products: How to Choose

Fast, Effective Planning


In Depth, Flexible Planning

Easy Money

Advanced Cash Flow Planning

Golden Years
Ready to Try:
Current Users: