Money Tree's Financial Planning Software Blog

Alexander Long

Alex is a Technical Support Specialist at Money Tree Software. He works with advisors on a daily basis, helping them navigate the software and providing tips and recommendations for a wide array of scenarios and models within the software.

Recent Posts


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.


Best Practices - Mortgage Payments in Silver


by Alexander Long

The question of how to handle mortgage payments in Silver comes up fairly often so this post is being updated to properly reflect the program as of July of 2018.  Handling mortgage payments incorrectly can lead to unintended consequences for a client's financial plan.  Find out what those consequences are and how to avoid them by following our tips to handle mortgages correctly in the post below. 
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Silver Online - Client Access Alerts


by Alexander Long

With our most recent update to Silver you probably noticed the bell icon labeled "Alerts" in the top right. This is part of our continued improvements to the client access side of Silver Online. With this new feature, advisors can better track when clients login to a provided Client Access Portal or if they've made a number of certain changes to their plan. Starting off, the alerts are limited to tracking whether or not someone logs into their Client Access Portal, and if they've made any changes to their total investments. For more information on Silver's Client Access click here.

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Planner Guides

Check out our free informational guides for advisors including:
  • Fundamental Financial Planning Interview Guide 
  • Making the Most out of Planning Engagements
  • Social Security: Choices Opportunities, and Decisions
  • Understanding Medicare Fundamentals

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