Partners


Data Integration and Group Discount Partners

View Money Tree Software's Data Integration and Group Discount Partners.

Data Integrations for TOTAL (Online Edition) 

The online edition of TOTAL features the ability to import client and asset information from the listed partners. 

Group Discount Partners

Organizations that have approved the use of Money Tree Software products to their members. Members receive a discount on initial purchase of Money Tree's financial planning software

1st Global Advantage Capital Advisor Intelligence ACP Cadaret Grant Cambridge
Commonwealth FHC FPA FSC Securities Corporation GARepple Garrett
H. Beck, Inc. Intervest International Investment & Wealth Institute Investors Security KMS Financial Services, Inc. Lincoln Investment
LPL NAAIM NAPFA Next Financial PlanMember Questar Capital
Securities America Sellin Advisor Group Sigma TD Ameritrade Institutional The Leaders Group Triad Advisors
United Planners US Bank Wall Street Financial Group      

 Don't see your partner listed?  Call us at 877-421-9815 ext 4 and let us check. 

Group Discount Partners

Organizations that have approved and promote the use of Money Tree Software products to their members. Members receive a discount on initial purchase of Money Tree's financial planning software. 

1st Global Advantage Capital Advisor Intelligence ACP Cadaret Grant Cambridge
Commonwealth FHC FPA FSC Securities Corporation GARepple Garrett
H. Beck, Inc. Intervest International Investment & Wealth Institute Investors Security KMS Financial Services, Inc. Lincoln Investment
LPL NAAIM NAPFA Next Financial PlanMember Questar Capital
Securities America Sellin Advisor Group Sigma TD Ameritrade Institutional The Leaders Group Triad Advisors
United Planners US Bank Wall Street Financial Group      

 Don't see your partner listed?  Call us at 877-421-9815 ext 4 and let us check. 

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