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July 2019 News

Planning Notes | Software | Events | Tech Tip  

19th Annual Garrett Retreat

A representative from Money Tree Software/Accutech Systems will be at the Garrett Planning Network Conference on August 1-4, 2019 at the Omni Interlocken Resort in Colorado. 

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Details on upcoming releases will be shared on Money Tree's blog as soon as they are available. Stay informed and up-to-date with the latest software news by subscribing to blog post email notifications . Sign 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.

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Software

TOTAL - Inherited IRA Update 

On the latest release of TOTAL, Development has implemented the ability to allow multiple inherited IRA's per individual. Financial Planners can now enter in multiple, and each one gets their own dedicated report page.

Silver & TOTAL - 2019-2020 College Cost Updater

In the newest versions of Silver and TOTAL, we've updated the college costs to the 2019-2020 figures. 

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Events

Scheduled Maintenance for Online Editions

To ensure consistent delivery of the best client experience, online system will undergo scheduled maintenance for a few hours on Friday, August 9th starting at 6pm Pacific time. Maintenance is scheduled in an effort to minimize impact on customers. Thank you for your patience.

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Tech Tip

TOTAL Online - Data Integration

TOTAL Online has data integration partnerships in order to streamline your process for creating financial plans. We're looking to add more and improve the software for our users. Share your feedback on the integrations you'd like to see us add by emailing sales@moneytree.com

View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

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

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