by Carolyn Rothwell on May 23, 2017

Announcing TOTAL Online's Powerful What-If System


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To help advisors explore trade-offs and find solutions with real-time results, we are excited to announce TOTAL Online's powerful What-If systemChange planning variables and see the impact on the client's retirement capital projection instantly. Engage clients and drive informed decisions by showing how choices made today and in the future dramatically alter their long-term financial situation with the What-If system.


 Quick Changes & Instant Results

Change Assumptions

Change Assumptions
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Instant Results

See Impact Instantly 
______

 Reach Solutions

Reach Solutions
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Explore options available and changes to planning assumptions with clients.

Help clients understand the true impact of their actions and decisions.  

Find the right balance for each client's current situation and financial future.


Ask Questions, Get Answers

With instant Retirement Capital Estimate and Monte Carlo results.

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DESIGNED FOR ADVISORS

Explore trade-offs and find solutions with real-time results. Change planning variables and see the impact on the client's retirement capital projection instantly. The days of making changes, generating the reports, reviewing the results, only to find more adjustments are required to help your clients reach their goals are over. With plan data and assumptions available within a single page, it is quick and easy to make changes. 


AND YOUR CLIENTS

Engage clients and drive informed decisions by showing how choices made today and in the future dramatically alter their long-term financial situation. Collaborate with clients to get instant feedback and address questions as they are formed. Educate clients on the implications of choices, bring awareness to the significance of changing assumptions, and deliver transparency to the long-term impact of their actions.


Learn More about TOTAL Online's What-If system:

Visit moneytree.com/What-If


Training resources including user guides and videos are available explaining the What-If system to jump start your ability to take advantage of this new feature.

If you have any questions about TOTAL and the powerful What-If system, contact Money Tree's support team for immediate assistance weekdays from 6:30 a.m. - 5:00 p.m. PT.

Learn More about TOTAL Online's What-If System

Learn more and see the What-If in action

Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance financial planning.