Money Tree's Financial Planning Software Blog


Scheduled System Maintenance Window - Friday 12/7 at 6 PM PT


by Alexander Long

To ensure Money Tree is delivering the best online experience, there will be some brief scheduled maintenance starting about 6 PM PT on Friday 12/7. While this important work is performed, some software functions may be briefly unavailable. 


Giving Our Thanks to You & Holiday Hours


by Alexander Long


Our office will be closed Thanksgiving day. If you need support or sales, please leave us a message by calling 877-421-9815 or send a support request.  


New to TOTAL Desktop - Live Capital Projection Graph


by Alexander Long

With the newest version of  TOTAL Desktop advisors are now able to open a retirement projection graph during data entry. This graph allows advisors to actively see how each change affects a scenario.


Scheduled System Maintenance Window - Friday 11/9 at 6 PM PT


by Alexander Long

To ensure Money Tree is delivering the best online experience, there will be some brief scheduled maintenance starting about 6 PM PT on Friday 11/9. While this important work is performed, some software functions may be briefly unavailable. 


Upcoming System Maintenance - Friday 9/28 at 5 PM PT and Friday 10/5 at 6 PM PT


by Alexander Long

On Friday, September 28th system maintenance will begin at 5 PM PT (8 PM ET). There will also be scheduled maintenance Friday, October 5th beginning at 6 PM PT (9 PM ET) . 


Redtail Connections:   Silver Online Integration


by Alexander Long

Redtail is integrated into Silver Online. Advisors get client planning details directly from their Redtail data. Create entirely new planning clients from Redtail, or updates existing client plans. 


Retirement Plan Required Minimum Distributions (RMDs)


by Mark Snodgrass

Advisors often call in with questions about how to recognize RMD's in their financial planning software. Each program calculates RMD's, with their own ways of displaying. 

In the article provided, Money Tree Software president Mark Snodgrass goes over the various RMD rules for a variety of retirement plan types and where to go in each program to see those distributions. 


 

Retirement Plan Required Minimum Distributions (RMDs)

By Mark Snodgrass


TOTAL - Report Calculation Overhaul


by Alexander Long

The development team here at Money Tree is overhauling the calculation engine used in TOTAL. These changes are affecting some report pages before others so that the development team can make all the necessary changes while still being able to regularly update the program for bug fixes and some new features.


Silver Online - Client Access Walk-Through


by Alexander Long

The Client Access Portal in Silver Online gets updated frequently. This post was originally written June 28, 2018. It has been updated to cover information for the current Client Access Portal as of August 1, 2018. 

This article will go over the various sections in Silver Online pertaining to the Client Access Portal, which clients will see as the Secure Wealth Review when logging in.


Financial Information Categories - A Communication Perspective


by Mark Snodgrass

Communicating effectively with clients about the finer details of their finances can be a difficult task. Not only can it be difficult to get clients to feel comfortable sharing the personal details of their financial information, but the amount of information needed to create the best plan can make it easy to miss some important parts of a financial plan. 

 

In the article below, Money Tree Software president Mark Snodgrass provides his insights on various categories of financial information to help organize the information and determine what is important for a client's financial plan. 


Facts, Estimates, Objectives, Assumptions and Parameters

By Mark Snodgrass

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