Resources

Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.

Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.

Learn how the Simple and Advanced versions of the What-If tool works in Moneytree Plan in Client Access Portal.

Learn how the DocVault works in Moneytree Advise and Moneytree Plan. Get a walkthrough on setting up your clients.

Announcing some big changes at Moneytree and a product release on September 1, 2020!

Tax Rates as Entered in TOTAL Online:

HSAs can now be entered in Moneytree Plan! In the program they will be included in the list of Retirement Plans such as 401k's, IRAs, Roths, etc.

Most eligible retirees begin taking Social Security benefits upon reaching age 62, but is that really the best time for your client to start receiving his or her benefit?

With a day to spare, we’ve updated all Money Tree Software to reflect the changes made in the 2020 Federal Tax information and the SECURE ACT.

With the passage of the SECURE Act in December 2019, there came important changes in the timing of Required Minimum Distributions (RMDs) for retirement plans.

The Inherited IRA feature in Moneytree Plan allows you to enter multiple Inherited IRAs.