July News: Silver Top Voted Improvements Available Now, Web Browser Requirements for Online Editions, Including Debt Payments in Silver.
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July 2017 News

Planning Notes | Software | Events | Tech Tip  

New - Silver Improvements

Silver's Top Voted Improvements - New Release Available Now

Advisors love planning with Silver thanks to its intuitive navigation and clear reports, allowing more time with clients and less time creating financial plans. New improvements make Silver even easier for advisors to develop and deliver big-picture financial planning.

The latest improvements resulted from a survey of advisors planning with Silver conducted this spring. Top voted improvements, including adding debt payments to expenses and saving changes automatically in the Online Edition, are available in a new Silver release

SIlverTopVotedImprovements.pngLearn more about the changes and start planning with the new version of Silver.  

Desktop Edition: 
Download and install the latest release. Notifications through the program will be turned on shortly.

>> Silver Desktop Edition Download

Online EditionThe Online Edition is updated, no action is required. Login and start planning in the updated version. 

>> Log In to the Online Edition

More Data Input Coming to TOTAL Online's What-If

Software

TOTAL Online's What-If - Data Input Expansion

Advisors are diving into TOTAL Online's powerful What-If system. The What-If includes over 150 planning variables, and will soon have more thanks to advisors requests. The upcoming additions include Itemized Deductions and the ability to add or modify future changes for Earned Income. 

Online Edition - System Requirements

Events

Web Browser Requirements for Online Editions

To ensure connectivity to the Online Editions of Money Tree's financial planning software, please take a moment to confirm your operating system and web-browser configuration meets the current requirements.

Including Debt Payments with Expenses

Tech Tip

Including Debt Payments with Expenses in Silver

Including debt payments with expenses proved to be the top requested improvement in a spring survey of advisors planning with Silver. Learn more about the new option to include debt payments in expenses and how to take advantages of this feature in this tech tip

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

TOTAL - Desktop Edition | Online Edition | Easy Money | Golden Years

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