TOTAL Online
Integration with Morningstar OfficeSM

Money Tree Software’s TOTAL Online is 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 to streamline your process for creating financial plans.

Real-Time Access to Client Data
TOTAL Online's Integrated with Morningstar

Using TOTAL Online’s integration with Morningstar Office, advisors can quickly and easily access real-time asset information to jump-start data entry for creating or updating financial plans.  Advisors can now seamlessly access Morningstar client data, including:Guide

    - Account Information
    - Balances
    - Positions

View the TOTAL Online Integration with Morningstar guide to walk through the steps of accessing real-time asset information.

Streamline Your Planning Process Today with TOTAL Online's Integration with Morningstar Office.

TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your client's financial situation with TOTAL's goal-based and cash-flow based planning options. 

Schedule a DemoStart a Free TrialLearn more about in-depth planning with TOTAL.  
Start a 30-day trial or schedule a demo.


In-Depth Financial Planning 

  • Help clients' make financial decisions by creating complete financial plans.
  • Capture details of clients' current situations and add future changes at any age with TOTAL's highly-flexible data.
  • Cover all your clients' planning needs with TOTAL's comprehensive planning analysis.

Goal and Cash-Flow Planning Approaches

  • Choose the projection with the highest suitability for clients' financial situations and planning needs. 
  • Goal-based planning is an excellent approach for clients' planning ahead for goals of the future.
  • Cash-flow planning is ideal for complex client situations, or when tracking all the cash flow details is necessary for a thorough analysis.  

Accurate and Verifiable Results

  • Analyze clients current situations and trade-offs with highly accurate, industry-proven calculations.
  • Verify results quickly using the report audit trials where every number can be broken down and reconstructed.

Schedule a DemoStart a Free TrialLearn more about in-depth planning with TOTAL.  
Start a 30-day trial or schedule a demo.   


Complete planning for demanding client situations.

About Money Tree Software
Built by and for financial planners, Money Tree Software has been providing financial planning software solutions since 1981. Money Tree delivers detailed financial planning calculations in an easy-to-use and easy-to-understand format.  Money Tree Software currently offers both desktop and online versions of Silver Financial Planner and TOTAL Planning Suite.  Silver Financial Planner is a fundamental planning solutions that deliver efficient planning for advisors.  TOTAL Planning Suite providing  a packaged offering of goal-based Easy Money Power Planner, and cash-flow based Golden Years Cash Flow. Easy Money Power Planner is a comprehensive solution that covers all major aspects of a financial plan and shows clients the best way to meet their objectives, while the Golden Years Cash Flow solution is for clients who need fine-tuned detail and highly accurate tax analysis. 

About Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 14 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $170 billion in assets under advisement and management as of Dec. 31, 2014. The company has operations in 27 countries.

Start Planning Today with a Free 30-Day Trial.

Need more information? Call Us 1-877-421-9815
Free Trial