|The well-established TOTAL Planning Suite is going online! The online version features a streamlined input process through an updated user interface. Money Tree Software designed TOTAL Online to improve the user experience while maintaining the functionality of the desktop version.
TOTAL Online introduces four major features. The new client access portal allows advisors to create websites for clients to review their data and reports from anywhere. Through customizable user roles, companies now can control how staff use the program. Built-in website customization helps advisors quickly personalize TOTAL Online to their company. Lastly, company management can easily view how the program is being utilized internally by running new management activity reports.
Project manager Donnie Carpenter, CFP® is excited for the future of TOTAL Planning Suite:
“TOTAL Online represents a major step forward for Money Tree. We’re very excited by the intuitive user interface, which allows advisors to quickly produce reports and get into analyzing their client’s situation faster. In addition, our development process makes it easy for us to maintain both the desktop and online programs with the same trusted calculations.”
Click on the image to the right for a sneak peak of TOTAL Online’s features.
Want to see more of TOTAL Online? You can participate in the TOTAL Online Open Beta by visiting moneytree.com/beta.