With Silver's latest version released last month featuring top voted improvements, it's even easier for advisors to develop and deliver big-picture financial planning. The changes have been well received by advisors planning with Silver, and more improvements are yet to come. The next focus for Silver is improving the client access system, making it easier for the client to use and more flexible and robust for the advisor. The reports will also be updated with small changes to the design, improving readability.
A new version of TOTAL is set to be released, featuring new detailed cash flow reports, allowing advisors to demonstrate year-by-year, line-by-line changes to income and expenses. The new reports include a total age span of ten years, broken into two reports displaying a five year period. In addition to the new detailed cash flow reports, the online edition will include expanded What-If data and the ability to update state tax rates anytime.
Details of TOTAL's upcoming release will be shared on Money Tree's blog as soon as it is available. Stay informed and up-to-date with the latest software news by subscribing to blog post email notifications by signing up on the top right side of the blog. Set notifications to be delivered to your email at your preferred frequency: instantly, weekly or monthly.
