PLAN TO PROSPER

Professional financial planning software for top advisors and growing firms.

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Plan the best path to your clients' financial features.

From big-picture to in-depth, Money Tree delivers planning solutions professionals.

Silver

Silver's interactive big-picture planning supports important conversations about your client's financial future.

  • Create big-picture plans quickly
  • Discover shortfalls and provide solutions
  • Explore "What-Ifs" and instantly view impact
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TOTAL

TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future.

  • Create highly accurate plans
  • Make changes to planning data at any age
  • Discover financial pitfalls and provide solutions
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PLAN WITH PROVEN SUCCESS

Join thousands of top advisors choosing to plan with Money Tree Software, one of the   longest-standing financial planning and retirement planning software providers  with a proven track record of accurate results, innovation and outstanding support.

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Years of providing advisors with planning solutions.
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WHAT ADVISORS SAY

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.

"Backbone of my practice"

"Silver is the backbone of my practice. Silver really helps me cement the relationship with my clients."

Charles, R., LPL Financial

"Gives me great confidence"

"Total's income tax collections were almost identical to client's tax return before even seeing it."

Keith S., CFP®

 

"Always there to help."

"Support has always been there to help me in my situation or come up with a workaround if needed."

Dave H., CPA, CFP®

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Plan your clients' best financial futures. Learn more about our big-picture and in-depth financial planning solutions for advisors

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Learn more by starting a free trial & scheduling a demo.

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