Not rendering correctly? View this email as a web page here.

July 2018 News

Planning Notes | Software | Events | Tech Tip  


What's Next: Portal Updates Coming to Silver Online

Silver's next release will happen within the next month featuring a new Client Access Set Up. It will be easier for advisors to setup permissions and access for their client's to view plans. This update will allow clients to login with their email and a password. 



Facts, Estimates, Objectives, Assumptions and Parameters

by Mark Snodgrass


Modern financial planning processes rely upon the accuracy and appropriateness of a very particular set of financial information. The various kinds of facts, figures, and details that go into planning projections play different roles and affect resulting outcomes in distinct ways. Advisors working with clients, in person or via Client Access Portals, have opportunities to help educate clients on the meaning and importance of different kinds of variables that drive financial planning illustrations and projection results. 


Clients intuitively understand that information they share with advisors regarding income and assets are generally facts; objective and verifiable numbers that will form the foundation of planning projections. The completeness and accuracy of these values are a clearly understood requirement that can be fulfilled with paystubs, tax returns, and brokerage statements.


Read the entire article here: Facts, Estimates, Objectives, Assumptions and Parameters





Silver Online - Client Access Alerts

The latest change to Silver Online is Client Access Alerts. Advisors now receive notification when a client makes changes through their portal, specifically when they login and change their investments. Currently, advisors can choose whether to get an alert when their client logs in. In the works, advisors will be able to elect which individual alerts they want to receive.



Scheduled Maintenance for Online Editions 8/10

To ensure consistent delivery of the best client experience, online system will undergo scheduled maintenance for a few hours on Friday, August 10th starting at 6pm Pacific time. Maintenance is scheduled in an effort to minimize impact on customers. Thank you for your patience.


Tech Tip

Silver Online - Client Access Settings

Client Access default settings can be set in both Personal Settings and Company Settings. To avoid any issues with Personal Settings overriding Company Settings, it's best to setup through Personal Settings, if you are the sole user of your Silver Online account. See more information on how to setup defaults and settings

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

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

More about Money Tree's Financial Planning Software  Contact our team for answers  Start planning today with a 30-day trial

Visit our website to learn more about Money Tree Software and view our full line of 
professional financial planning software.