Money Tree's Financial Planning Software Blog


Announcing TOTAL Online's integration with Morningstar Office


by Carolyn Rothwell

Money Tree Software’s TOTAL Online is now integrated with Morningstar OfficeSM, Morningstar’s complete practice and portfolio management system. This integration allows you to access your Morningstar client data in TOTAL Online, streamlining the process of entering current asset information to create and update financial plans.


3rd Party Software Survey


by Carolyn Rothwell
Money Tree Software is continuing to develop new and improve existing integrations. Please take a moment to let us know which third party software you use in your practice so we can streamline your planning with the most helpful integrations. 

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.


TOTAL Online Integration with Junxure® - Now in Open Beta!


by Carolyn Rothwell

Do you use Junxure and TOTAL Online?  Would you like to try our latest integration to import contact and investment information from Junxure? 

We are looking for customers to use the latest integration available for TOTAL Online, currently in open beta, and send us feedback.  The integration allows you to quickly and easily bring in account and investment holdings into TOTAL Online from Junxure's desktop edition.  Get a head start on using this integration to streamline your planning process. 


TOTAL Online for Veo® Training Guide


by Carolyn Rothwell

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TOTAL Online is Integrated with the Veo® Platform from TD Ameritrade Institutional


by Carolyn Rothwell

Money Tree Software’s TOTAL Online is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform.  This integration allows you to access your Veo client data in TOTAL Online to streamline your process for creating financial plans. 

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