In February 2013, we announced TOTAL Planning Suite was going online. Over the last year, we busily worked on TOTAL Online, opening the beta version to our curious and very helpful customers, fixing issues, and adding features before announcing TOTAL Online was officially available in early October. As I storied out a summary of our efforts over the last year in graphic below, I enjoyed reflecting on the process and I feel very thankful the new cloud-based version is off to such a successful start.
TOTAL Online has become my go-to platform for all things Easy Money and Golden Years. Anytime support or customers have questions on the input or reports, I quickly log in and confirm my answer in the online edition. It is so convenient to have the application always available within my browser, eliminating the time it takes to load the program on my commonly overloaded computer. I realize most of our customers are not in and out of financial planning software all day like I am, but I consider my strong preference for TOTAL Online to be a sign our customers feel the same way.
Now, a year later, I can say that TOTAL Online has already proved to be a great addition to Money Tree’s financial planning software solutions. I love that we have desktop and online editions of Silver Financial Planner and now TOTAL Planning Suite, allowing our users to pick the platform that works best for their practice. I want to say thank you again to our customers who kept sending in requests for an online edition of TOTAL Planning Suite, and for spending hours of their time working in the beta version helping us make the system better, and those willing to dive right into the new cloud-based program without hesitation.
