by Carolyn Rothwell on June 17, 2014

Graph Design Vote - Your Feedback is Important!

VoteNowThank you to all of our customers who participated in the graph design vote included in the June newsletter! If you have not had the chance to review the graphs, please take a few minutes to submit your votes to ensure they are counted.

We are exploring making changes to the graphs used in the financial planning reports.  Your feedback is very important to ensure any changes to the graphs reflect the best presentation for you and your clients. 

The graphs are drafts of designs made with the intention to improve the look and readability of the information presented.  The graphs do not have honed color pallets or image effects as they are only drafts and are not in a finalized presentation format.  We want to get your feedback to ensure we work towards the direction most preferred by our customers.  

Please vote for your favorite graph from each category and provide any comments about the design including any changes you would like to see.  

The graphs included in this survey are from TOTAL Planning Suite. The survey includes four votes. 


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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 of financial planning.