TOTAL Online is here! The cloud-based version of TOTAL Planning Suite made its official debut late last week and is off to an amazing start. TOTAL Online improves the planning process for advisors with its easy to understand data input, backed with industry-proven calculations and reports. Advisors can create, collaborate, and deliver financial plans anywhere, anytime thanks to the cloud-based platform.
TOTAL Online’s beta participants and numerous early-adopters continue to share enthusiasm about modernized streamlined data entry, remarking that the cloud-based program is easier to use, while delivering the same flexibility and detail planners have come to expect from TOTAL Planning Suite.
“I’ve been a Money Tree user for 12 years and have run many cases through the numerous versions; the online version is by far the most exciting transition for the Total Planning System program! All the wonderful features of having both goals-based and cash-flow based reports with a single input is now online and the best part is not having to worry about the most up-to-date version running on your own computer. Collaboration with other professionals is now effortless with the online version.” – Naomi Y. Scrivener, CFP® Back Office Solutions, LLC
Experience the benefits of TOTAL Online by attending a virtual “open house” held each week in October, and by exploring a full collection of videos and guides.
Have you started planning with TOTAL Online? Access TOTAL Online anytime, anywhere by going to planning.moneytree.com. We would love get your feedback on TOTAL Online, please send in your comments.
Upcoming Event: FPA Experience 2013
We are looking forward to the FPA Experience 2013 in Orlando, FL and are excited to share the announcement of TOTAL Online with the Financial Planning Association and all of the FPA’s members in attendance. We are giving away a great prize, so make sure to enter when you stop by the booth! Find us at booth #619!
Tech Tip: 2013 In-Depth Training: Last Stop Orlando
There is still time to join Money Tree Software’s last in-depth training workshop occurring this Friday, October 18th in Orlando, FL. If you are attending the FPA Experience, make the most of your trip by joining Money Tree’s workshop. Register TODAY and secure your spot – registration closes at the end of the day!
Tech Tip: Step-by-Step Setup Guide – Moving from TOTAL Desktop to Online
Follow this setup guide to move your client data, settings, and custom reports from TOTAL Planning Suite (desktop edition) to TOTAL Online (cloud-based edition) in six easy steps.