Focus clients on what matters with the right financial planning software.
Silver makes planning simple with quick data entry and clear results. Create plans collaboratively with clients or model adjustments on the fly. Include clients with full plan access.
Focus clients on what really matters with Silver's big-picture plans. Discover shortfalls and highlight solutions to drive client action towards the best financial future.
Answer clients' "What-Ifs" and show instant, side-by-side comparison results. Easily include potential scenarios with the primary planning results.
Silver's interactive big-picture planning supports important conversations about your client's financial future.
Help clients make financial decisions by creating complete financial plans using TOTAL's highly flexible data entry and comprehensive reports.
Choose the projection with the highest suitability for clients' financial situations and planning needs with TOTAL's goal-based or cash-flow based options.
Analyze clients' current situations and trade-offs with trusted calculations and audit trials where every number can be broken down and reconstructed.
“Silver is the backbone of my practice. Silver really helps me cement the relationship with my clients.”
"TOTAL's income tax calculations were almost identical to client's tax return before even seeing it."
“Support has always been there to help me in my situation or come up with a workaround if needed."
Money Tree Software
2430 NW Professional Drive
Corvallis, OR 97330
Toll-Free: 877-421-9815
Support: 877-421-9815 ext. 0
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