Partners


Data Integration and Group Discount Partners

View Money Tree Software's Data Integration and Group Discount Partners.

Data Integrations for TOTAL (Online Edition) 

The online edition of TOTAL features the ability to import client and asset information from the listed partners. 

Group Discount Partners

Organizations that have approved the use of Money Tree Software products to their members. Members receive a discount on initial purchase of Money Tree's financial planning software. 

1st Global Advantage Capita Advisor Intelligence AIG Financial Advisors Alliance Cambridge Advisors Associated Securities Corp
BD Advantage CadaretGrant cambrige Logo Capital Analysts common wealth First Hearltand
FPA FSC GA Repple Garrett Hbeck IMCA
INtervest Intl Investors Capital Investors Security KMS LPL NAAIM Image
NAPFA-Circle National Planning Corp Next Financial Pacific  West PFG Logo PF Chome
Questar Resource Horizons Royal Alliance SAS Logo Securities America Sellin
Sigma SII Sun America TDA TE Pro Splash The Estate Plan Logo
Leaders Group Triad Advisors United Planners United Securities US Bank Veritrust
WSFG WRP Invstments        

 Don't see your partner listed?  Call us at 877-421-9815 ext 4 and let us check. 

Group Discount Partners

Organizations that have approved and promote the use of Money Tree Software products to their members. Members receive a discount on initial purchase of Money Tree's financial planning software. 

1st Global Advantage Capita Advisor Intelligence AIG Financial Advisors Alliance Cambridge Advisors Associated Securities Corp
BD Advantage CadaretGrant cambrige Logo Capital Analysts common wealth First Hearltand
FPA FSC GA Repple Garrett Hbeck IMCA
INtervest Intl Investors Capital Investors Security KMS LPL NAAIM Image
NAPFA-Circle National Planning Corp Next Financial Pacific  West PFG Logo PF Chome
Questar Resource Horizons Royal Alliance SAS Logo Securities America Sellin
Sigma SII Sun America TDA TE Pro Splash The Estate Plan Logo
Leaders Group Triad Advisors United Planners United Securities US Bank Veritrust
WSFG WRP Invstments        

 Don't see your partner listed?  Call us at 877-421-9815 ext 4 and let us check. 

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