Money Tree Software, Making Good Financial Planners Better.


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Financial Planning Software Products:

Silver Financial Planner


Fundamental Planning

Show Me Silver
> Financial Plans in Just Minutes
> Interactive "What If?" & When-If?TM
> Desktop or Online

Easy Money


In Depth Goal Based Planning

Show Me Easy Money
> Accumulation Years
> Goal Solving Shortage Solutions
> Unified & Flexible Data Platform
   TOTAL Planning Suite

Golden Years


Advanced Cash Flow Planning

Show Me Golden Years
> Distribution Years
> Comprehensive Tax Calculations
> Unified & Flexible Data Platform
   TOTAL Planning Suite
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