Money Tree Software Announces
Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial planning to their clients. While the planning industry has changed since Money Tree was founded in 1981, when financial planning software itself was an innovation in the industry, advisors’ needs for the right tools to deliver the best planning are still just as real today.
Our goal is to continue our tradition of providing the software advisors need to deliver the best planning to their clients. We know cloud-based software is important in today’s financial industry because advisors want to create, collaborate, and deliver financial plans anytime and anywhere. But that software needs to be flexible and easy-to-use. That’s why we created TOTAL Online.
TOTAL Online is more than just a software release for us. This is a leap forward on our 30-year journey of providing the tools advisors need to deliver the best financial plans to their clients. TOTAL Online provides clear data input for straightforward plans and the ability to expand the data input to break down details or change amounts at any age for complex plans. TOTAL Online encompasses the best of TOTAL Planning Suite’s industry-proven calculations and unique ability to create goal-based planning reports with Easy Money Power Planner and cash flow-based reports with Golden Years Cash Flow. The cloud-based version of TOTAL Planning Suite is easier to use, while delivering the same flexibility, detail, and professional reports advisors have come to expect.
We made TOTAL Online easy to learn because advisors’ most important resource is time. In the past, planners have spent too much time learning new software and entering data. So we streamlined the data entry and built dependable data integrations with third parties, including Redtail, Albridge, and Portfolio Center.
Experience the benefits of TOTAL Online by attending a virtual “open house” each week and by exploring a full collection of videos and guides. Find out for yourself if TOTAL Online is the right tool to improve your planning. Try TOTAL Online for 30 days on us by simply signing up for the Free Trial.
We are excited about the direction TOTAL Online is taking us and all of the software improvements yet to come. Thank you to the advisors who helped shape the tools for today’s planning industry and your continuing dedication to delivering the best planning to your clients.
Planning today for a better tomorrow,
Money Tree Software