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.
Blog & Articles
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.
Blog & Articles
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.
User Guides
Moneytree Plan: Aspire vs Prosper Comparison
Guide comparing the Moneytree Plan's Aspire and Prosper reporting modules.
User Guides
Moneytree Plan: Plan Data Overview
Moneytree Plan’s guide through all input sections in Plan Data
User Guides
Moneytree Plan: Integration Guide
Guide for data integrations in Moneytree Plan, featuring the Redtail CRM integration.
Sample Reports
Moneytree Advise: Sample Custom Report
This is a sample custom report for Moneytree Advise to highlight many major features.
Sample Reports
Moneytree Plan: Aspire Sample Custom Report
This is a sample custom report for Moneytree Plan's Aspire module to highlight many major features.
