You need the right financial planning software to fit each client. You need software that is easy to use and comprehensive. Money Tree makes software that planners have relied on for over two decades. We know you need answers without excessive data input; that you demand accurate reports and practical solutions so you can run your business efficiently.

Solutions to meet all your planning and analysis needs:
- Quick and economical retirement projections for all types of clients
- Comprehensive goal based planning for clients in the accumulation years
- Cash flow planning for clients in or near the distribution years
- Plus a variety of dedicated tools to illustrate special situations

Praised for ease of use and clear reports, Money Tree Software makes sense to advisors. It is reasonably priced, flexible and has top rated support.  Click on the links below to learn more.

Current Literature and Price Information
Get a quick look at the different planning tools and special discounted prices.

Money Tree Web Site
Explore the programs and services available and how they can increase your profitability.

Sample Reports
View sample reports created with Money Tree Software programs.

Download Fully Functional Software
Download one or all of the fully functional planning systems. Use them with real clients for 90 days. See why Money Tree is recognized as the leader for independent financial advisors.

Training
It's easy to get started planning with online training. Quick-start guides, instructional videos, PowerPoint tutorials, and webcasts help you learn. Look for live workshops in selected cities.