Money Tree's Financial Planning Software Blog

TOTAL Online Update - Session Duration, Express Reports, Performance

Posted on Thu, Dec 18, 2014

An update was made to TOTAL Online yesterday, Wednesday 12/17, that includes two new features and significantly improved performance in the expense section.

New Feature:  Express Reports
Express reports have been added as an additional report category.  A few of the express reports have been available to be added to the main Easy Money and Golden Years reports.  Now the full set of express reports can be generated separately, matching the feature available in the desktop edition. 

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Tags: TOTAL Online

Need Help on How Much to Tip this Holiday Season?

Posted on Tue, Dec 16, 2014

I noticed several holiday tipping articles in the news the last couple of days, and this morning I pulled out of my driveway and noticed my neighbors had left envelopes with bows on top of each of their garbage/recycling/yard debris containers.  I personally love the idea of tipping, along with a thoughtful note, as a way to thank and acknowledge those that help me so much on my day-to-day and week-to-week to-dos.  

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80% of Americans FAILED Basic Retirement Income Planning Quiz

Posted on Tue, Dec 09, 2014

Retirement-aged American's didn't not fair well, or we might say failed miserably, on a basic retirement income literacy quiz conducted by The American College.  The RICP® Retirement Income Literacy Survey provides a great insight into the financial knowledge of retirement aged Americans. Retirement-aged Americans face a large number of very important financial decisions and have a great need to understand basic retirement income strategies in order to preserve their assets in retirement.  

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TOTAL and Silver Online will be Down for Scheduled Maintenance on 12/11 at 6 PM PST

Posted on Mon, Dec 08, 2014

On Thursday, December 11th Money Tree’s TOTAL Online and Silver Online will be down for maintenance starting at 6 PM PST (9 PM EST).

Money Tree needs to perform a few maintenance items that require our systems to be down for a short period of time and have tried to schedule it during a time when it will have less impact on our customers.  We are taking steps leading up to Thursday to limit this downtime to be as short as possible.

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Tags: Events, TOTAL Online, Silver Online

Giving Thanks, Money Tree Referral Program, and Holiday Hours

Posted on Tue, Nov 25, 2014

We wanted take a moment to share that we are truly thankful to be working with so many great planners and the financial planning community. Thanks to continuing support, helpful feedback, and new ideas, our customers have allowed us to proudly provide financial planning software for over 30 years. Many of the newest features came directly from our customers taking the time to share their ideas with us.  

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Tags: Holiday Hours, Financial Planning Software

Money Tree's Website is now Mobile Friendly

Posted on Tue, Nov 18, 2014

Money Tree's website is now using a new platform that is more flexible and device friendly. The website is a great resource for handy blog posts, tech notes, questionnaires, and tutorials/videos. More helpful resources such as case studies and short, focused training videos will be added shortly. 

Please know that with this change, you might find a link or previous bookmark is no longer working. In an ideal world there would be no broken links, but we know there are bound to be some out there! If you find any links that are not working, please send a quick note to with the link and we will promptly resolve the issue.


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Tags: Tech Tips

TOTAL Online One Year Winner!

Posted on Thu, Nov 13, 2014

Michael Wali, CFP®, ChFC® was the lucky planner to win one year of TOTAL Online. Thank you very much for your participation. This proved to be a fun way to celebrate TOTAL Online's successful first year.  

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Tags: TOTAL Online

Veterans Day Gratitude and Pro-Bono Planning Software

Posted on Tue, Nov 11, 2014

Money Tree would like to share our gratitude and honor all U.S. Military Veterans on today's Veterans Day holiday. Several wonderful advisors planning with Money Tree Software are proud veterans, and even more help assist and support veterans with planning services.  

We also wanted to share that Money Tree Software is pleased to offer a Pro-Bono financial planning software.  In support of non-profit financial planning and financial education, Money Tree Software provides a Pro-Bono version of Silver Financial Planner that is free of all cost for use by any and all financial planners, counselors, and educators while offering their professional services without charge for the planning services. Read more about our Pro-Bono software and contact us (877) 421-9815 to learn more.  

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Tags: Financial Planning

12 Tips for Financial Advisors to Build Your Planning Practice

Posted on Thu, Nov 06, 2014

Loving what you do for a living is such an important element for a happy, healthy life.  Being great at what you do, and successful doing it, bring rewards worthy of your time and dedication.  “12 Practice Building Tips for Financial Advisors” is a recent post from Don Connelly and Associate's blog.  The article includes a great infographic shown below, featuring 12 great tips focusing on personal qualities advisors should embody for developing successful, enjoyable businesses.   

Source:  12 Practive Building Tips for Financial Advisors by Don Connelly and Associates 

Several of the tips are traits found in highly successful people, like tip #1, “Get really good at what you do. Do the ordinary things extraordinarily well.” And tip #4, “Make a commitment to succeed. People get successful on purpose, not by accident. You can’t become great until you decide to be great.”  It takes dedication and focus to perfect your talents, and continuing commitment and action to develop your business.
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Tags: Financial Planning

TOTAL Online Integration with Junxure® - Now in Open Beta!

Posted on Wed, Oct 29, 2014

Do you use Junxure and TOTAL Online?  Would you like to try our latest integration to import contact and investment information from Junxure? 

We are looking for customers to use the latest integration available for TOTAL Online, currently in open beta, and send us feedback.  The integration allows you to quickly and easily bring in account and investment holdings into TOTAL Online from Junxure's desktop edition.  Get a head start on using this integration to streamline your planning process. 

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Tags: TOTAL Online, Integrations

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