FPA members qualify for a special discount offering savings of 20% on our financial planning software solutions! Money Tree customers receive a full year of software usage, unlimited support, and important program updates. Additional savings are offered to advisors continuing after the initial year. Learn more about our professional financial planning software and start a fully functional free trial today.
Money Tree's customers value the accuracy and control they get with Easy Money Power Planner, the detailed cash flow reporting with tax implications and sources of funds from Golden Years Cash Flow, and the ease with which they can do planning scenarios and “What If” plans with Silver Financial Planner. Find out more about our financial planning software below. Click a product to learn more or start a 30-day fully functional trial.
|Start planning with Silver for only $396. That's a savings of $99 for our FPA members! Create a productive conversation about your clients' financial future.Desktop and Online editions.|
|Start planning with Easy Money for $716. That's a savings of $179 for FPA members! Provide in-depth plans and detailed advice about your clients' financial future.|
|Start planning with Golden Years for $716. That's a savings of $179 for FPA members! Deliver accurate and complete distribution and tax plans for safe retirements.|