There is still time to participate in TOTAL Online’s beta program. Money Tree Software is excited to help advisors expand planning into the cloud with the development of TOTAL Online. 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.
We don’t want you to miss out on your chance to be a part of something this great, so we are letting you know the beta program for the cloud-based version of TOTAL Planning Suite is nearing a close. Beta users have shared their enthusiasm about TOTAL Online’s 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.
We have received valuable feedback from the nearly 200 customers participating in the beta program, and we would love to get even more from you.
As a beta program participant, you will not only get the first look at our newly designed cloud-based version of TOTAL Planning suite, but also the chance to be rewarded for your time spent working in the beta version by sending us quality feedback.
Be a part of something great by participating in the beta of TOTAL Online. Get started with the beta program today.
2013 In-Depth Training: Last Stop Orlando
Money Tree Software’s last in-depth training workshop is just a month away – 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 in the last workshop of the season!
Planning Notes: Feds Recognize All Legally Married Same-Sex Couples
The Treasury Department and the Internal Revenue Service announced late last month that all legally married same-sex couples will file joint returns for federal taxes. Married same-sex couples will file jointly, either as married filing jointly or married filing separately, regardless of state recognition.
Tech Tip: Silver 101 – Understanding the Cash Flow and Retirement Capital Analysis
Find out everything you need to know about the Cash Flow Illustration and the Retirement Capital Analysis reports in Silver Financial Planner. Get a clear break down of each column and ensure you can answer the question “how did you get that number?”