Don't you ever wish that you could reduce your data entry time with your financial planning software? Well now you can with Money Tree Software's Secure Online Planning Survey. The Secure Online Planning Survey is a web-based application that allows your client to securely enter their data online and send that data to you. All you have to do is import the data into the TOTAL Planning Suite, or Silver Financial Planner.

Best of all, the Secure Online Planning Survey is included in the price of your existing program support. There is a modest $50 set up fee and then it's included as long as your support is current.

Demo Now! to try out the Secure Online Planning Survey.
Use your own e-mail address and the data file you create will be sent to you to import into either TOTAL Planning Suite, or Silver Financial Planner.

Note: Upon importing you will be prompted for a password. Leave the field blank and click the OK button.

Register Now! for your custom Secure Online Planning Survey.