Download Questionnaires
Efficiently gather client financial planning information.
Download Questionnaires
Efficiently gather client financial planning information.
Program questionnaires collect all the information from your client required to complete the projections for the financial planning software. The questionnaires match the data input order of the program, aiding in the straightforward entry of client data. Questionnaires are available through your program by going to the help menu and selecting questionnaires.
Moneytree Advise: Big-Picture Planning
Gather client data for a financial plan in Advise:
Gather all data for a financial plan in Advise, including planning assumptions such as rates of return, inflation, etc.:
Moneytree Plan: In-Depth Planning
Gather client data for a financial plan in Plan:
Plan – Box Format – Print Style
Plan – List Format – Print Style
Print Style is designed to be printed out and filled in by hand. Form Style is designed to be filled in using MS Word.