Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.
Resources
Financial planning software, guides, articles, and more.
Blog & Articles
Feature Focus: Using the Client Access Portal in Moneytree Plan
Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.
Feature Focus: Using What-If in Moneytree Plan Client Access
Learn how the Simple and Advanced versions of the What-If tool works in Moneytree Plan in Client Access Portal.
Feature Focus: Using DocVault in Moneytree Client Access Portals
Learn how the DocVault works in Moneytree Advise and Moneytree Plan. Get a walkthrough on setting up your clients.
Money Tree is now Moneytree, and a whole lot more!
Announcing some big changes at Moneytree and a product release on September 1, 2020!
Feature Focus: HSAs in Moneytree Plan
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.
Help Your Financial Planning Clients Maximize Social Security Benefits
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?
SECURE Act Updates are Live
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.
RMD Start Ages in Moneytree Plan
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.
How to Manage Multiple Inherited IRAs in Moneytree Plan
The Inherited IRA feature in Moneytree Plan allows you to enter multiple Inherited IRAs.