Build plans and relationships on the most accurate calculation engine.
Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices.
Keep Planning Simple
From big-picture to in-depth, Moneytree delivers planning solutions for professionals.
Create Plans Quickly
- 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.
Big-Picture Plans
- Focus clients on what really matters with Silver’s big-picture financial plans.
- Discover shortfalls and highlight solutions to drive client action towards the best financial future.
Interactive “What-Ifs”
- Answer clients’ “What-Ifs” and show instant, side-by-side comparison results.
- Easily include potential scenarios with the primary planning results.
In-Depth Financial Planning
- Help clients’ make financial decisions by creating complete financial plans.
- Capture details of clients’ current situations and add future changes at any age with TOTAL’s highly-flexible data.
- Cover all your clients’ planning needs with TOTAL’s comprehensive planning analysis
Goal and Cash-Flow Planning Approaches
- Choose the projection with the highest suitability for clients’ financial situations and planning needs.
- Goal-based planning is an excellent approach for clients’ planning ahead for goals of the future.
- Cash-flow planning is ideal for complex client situations, or when tracking all the cash flow details is necessary for a thorough analysis.
Accurate and Verifiable Results
- Analyze client’s current situations and trade-offs with highly accurate, industry-proven calculations.
- Verify results quickly using the report audit trails where every number can be broken down and reconstructed.
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Begin planning today using financial planning software for top advisors and growing firms.
What Advisors Are Saying
Financial planning software is essential for today’s financial advisor. Advisors planning with Silver and TOTAL report the software and support is vital for business.
“Support has always been there to help me in my situation or come up with a workaround if needed.”
Dave H., CPA, CFP®
“TOTAL’s income tax collections were almost identical to client’s tax return before even seeing it.”
Charles, R., LPL Financial
“Silver is the backbone of my practice. Silver really helps me cement the relationship with my clients.”
Keith S., CFP®
Trusted By
Top advisors choosing a proven track record of accurate results, innovation, and outstanding support.
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Begin planning today using financial planning software for top advisors and growing firms.
