Money Tree's Financial Planning Software Blog


2017 Financial Planning Days and Pro-Bono Planning Support


by Carolyn Rothwell

The CFP BoardFPA®Foundation for Financial Planning and the U.S. Conference of Mayors have joined forces for the eighth year to bring free financial planning events to several cities in October.


Solar Eclipse 8/21 - Support Services Impact


by Carolyn Rothwell

Money Tree Software is located in Corvallis, OR, which as luck would have it lies along the "path of totality" for the upcoming solar eclipse.


2016 Financial Planning Days and Pro-Bono Planning Support


by Carolyn Rothwell

The CFP BoardFPA®Foundation for Financial Planning and the U.S. Conference of Mayors have joined forces for the seventh year to bring free financial planning events to 21 cities in the month of October.


Check Out Our New Website


by Carolyn Rothwell

We are pleased to announce our newly designed website, featuring a modern design that is easier to scan, read, and navigate, enabling you to find the information you need quickly. 


TOTAL Online 2016 State Tax Update - Opt In by Friday, May 20th


by Carolyn Rothwell

TOTAL Online includes a feature allowing Money Tree to populate the tax information for all states and territories available in the program's settings.  We have the most recent state tax information for 2016 ready to send to our participating TOTAL Online customers. Please see a related blog post, 2016 State Tax Rates - Update TOTAL's State Tax Settings, for more information about the 2016 state tax changes.


2015 Financial Planning Days and Pro-Bono Planning Support


by Carolyn Rothwell

The CFP Board, FPA®, Foundation for Financial Planning and the U.S. Conference of Mayors have joined forces for the sixth year to bring free financial planning events to 22 cities in the month of October.  Financial Planning Days kicks off its first event this weekend in Atlanta, GA.  Volunteers are still needed for the upcoming events.  Check if there is an event in your area that would benefit from your support and expertise. 


FPA BE 2015 Kicks off in Boston - Come by our Booth (#905)


by Carolyn Rothwell
FPA BE 2015 kicks off Saturday in Boston.  We are excited to share excited to share all the great features of our financial planning software with the FPA members attending this event.    

Please make sure to visit our booth (#905) to have a conversation, get answers to your questions, and see all of the great features of Money Tree’s financial planning software.  

We will have a Boston favorite Mike's Pastry cannoli at our booth Saturday morning, so come early! 


Start Fresh for Spring with a 30-day Trial


by Carolyn Rothwell
If you have not found the right financial planning solution for your practice or would like to explore additional options, start fresh with a new 30-day trial.  Money Tree offers a full spectrum of planning tools to satisfy varying planning styles and customer types. Start fresh this spring and find the  right financial planning software  for your practice with a  new 30-day trial , providing full access to the latest features and technical support service.  

2015 T3 Advisor's Edition - February 12-14 in Dallas, TX


by Carolyn Rothwell

2015 Technology Tools for Today Annual Conference - Advisor's Edition
February 12-14 | Hilton Anatole | Dallas, TX

We are helping sponsor the 2015 T3 Advisor's Edition conference, which was listed as one of “The 8 Best Conferences for Financial Advisors in 2015” by Michael Kitces.  This conference is geared towards new technologies available to financial advisors and we will be sharing our latest developments, including TOTAL Online.  Money Tree's Donnie Carpenter, CFP® will be on a panel discussing financial planning software. 


TD Ameritrade’s Advisor Conference & TOTAL Online for Veo®


by Carolyn Rothwell

If you are attending TD Ameritrade Institutional’s national conference in San Diego this week, please stop by our exhibit in the Veo® Integration Partner kiosk area.  Money Tree is an invited Veo open access technology provider.  Money Tree's President, Mark Snodgrass, will be demonstrating TOTAL Online for Veo.  This integration allows real time access Veo client data in TOTAL Online to streamline your process for creating financial plans.

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