About Money Tree Software

Planning Today for a Better Tomorrow

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial planning to their clients.  Planning today makes for a better tomorrow.

Built by Planners for Planners

While the planning industry has changed since Money Tree was founded in 1981, advisors’ needs for the right tools to deliver the best planning are still just as real today. 

Understand Varying Planning Styles

We offer multiple financial planning solutions to address the unique and varying needs of advisors and their clients.  From big-picture to in-depth, Money Tree Software has a solution. 

Pick the Right Platform for your Practice

 No matter if you require (or prefer) desktop or online software solutions, Money Tree Software allow you to choose the platform that is right for your practice.  

Company History

Founder:  Mike Vitkauskas

After receiving his CFP® designation in 1975, and serving three terms as president of the Oregon IAFP chapters, Mike Vitkauskas computerized his practice in 1979. At the request of many other planners, Vitkauskas formed Money Tree Software in 1981 to market the programs he had developed for his own practice.  Mike is retired and has passed the company ownership to Mark Snodgrass. 

President:  Mark Snodgrass 

Mark Snodgrass created Silver by combining simple intuitive planning concepts with powerful mathematical models and probability analysis to deliver advanced reports.

Experience in research, banking, brokerage, data systems, and advanced application programming allows Mark to bridge the distance from modern probability based planning theory to readable reports. His designs for client friendly planning tools and reports are well received by financial planning professionals from beginners to industry patriarchs. 

Advisors Planning with Money Tree Software:

Money Tree Software markets its programs to CFPs, CPAs, Registered Investment Advisors, insurance agents, securities representatives, fee-only planners, banks and other financial advisors.

In addition to desktop and online financial planning solutions, Money Tree Software designs and develops custom programs for banks, broker/dealers and insurance companies.

Questions? Contact us for answers.

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