Sample Reports

 

See sample reports from Money Tree's financial planning software solutions.  

Sample Reports - Silver and TOTAL

Advisors control the report pages generated to ensure the most relevant report pages are included for your planning engagements. 

Silver

Engaging Big-Picture Planning

Silver is an easy, effective solution for busy planners. Silver's intuitive navigation and clear reports allow you to spend more time with clients and less time creating plans. Instant, side-by-side scenario comparisons allow for rich client interaction.  

  • Entire Report - Full set of reports available in Silver
  • Cash Flow - Cash flow illustrations and related retirement projections
  • Retirement - Retirement needs analysis, retirement projections, and shortage solutions
  • What-If? - Three What-If? retirement scenario projections can be included in the reports
  • When-If? - Behavior analysis illustrations evaluating retirement ages, spending levels and success rates
  • Social Security - Benefit amounts and comparison graphs for five primary claiming strategies
  • Insurance - Life insurance needs analysis, disability, and long-term care projections
  • Estate - Current and suggested estate planning illustrations
  • Debt Freedom - Debt reduction planning and educational information

TOTAL

In-Depth Goal & Cash-Flow-Based Planning

Help clients make important financial decisions by creating complete financial plans using TOTAL's highly flexible data entry and comprehensive reports. Choose the projection with the highest suitability for clients financial situations and planning needs with TOTAL's goal-based or cash-flow-based options. 

Goal-Based Reports - Easy Money:
Project what clients will need to reach their future financial goals and determine the impact of planned savings make towards achieving those goals.  In cases of shortfalls, provide common solutions such as saving more, working longer or reducing goals. Goal-based projections are ideal for clients focusing on increasing savings and determining realistic goals.

Cash-Flow-Based Reports - Golden Years:  
Capture all the details of a client's financial situation by tracking year-by-year cash-flow projections. Cash-flow-based projections are ideal for complex client situations, including clients with high wealth or complicated taxes, or whenever tracking all the details of cash flow are important for a highly thorough analysis.  

  • Entire Report - Full set of Golden Years reports
  • Mini Report - Primary report pages focused on cash flow and retirement planning
  • Basic Report - Limited set of reports covering all topics available in Golden Years
  • Comparison - Side-by-side results of two planning scenarios
  • Cash Flow - Yearly cash flow planning projections and supporting pages
  • Social Security - Comparison of the current vs. optimal strategy.
  • Assets - Asset projections and investment reports
  • Taxes - Detailed tax planning projections and supporting reports
  • Estate - Current and suggested estate planning reports

Silver Sample Reports

Silver makes planning simple with quick data entry and clear results. Create plans collaboratively with clients or model adjustments on the fly.

  • Entire Report - Full set of reports available in Silver Financial Planner
  • Cash Flow - Cash flow illustrations and related retirement projections
  • Retirement - Retirement needs analysis, retirement projections, and shortage solutions
  • What If? - Three What If? retirement scenario projections can be included in the reports
  • When If? - Behavior analysis illustrations evaluating retirement ages, spending levels, and success rates
  • Social Security - Benefit amounts and comparison graphs for five primary claiming strategies
  • Insurance - Life insurance needs analysis, disability, and long-term care projections
  • Estate - Current and suggested estate planning illustrations
  • Debt Freedom - Debt reduction planning and educational information

TOTAL: Goal

Help clients make important financial decisions by creating complete financial plans using TOTAL's highly flexible data entry and comprehensive reportsTOTAL allows advisors to choose the projection with the highest suitability for clients financial situations and planning needs with TOTAL's goal-based or cash-flow-based options

Goal-Based Reports - Easy Money:
Project what clients will need to reach their future financial goals and determine the impact of planned savings make towards achieving those goals.  In cases of shortfalls, provide common solutions such as saving more, working longer or reducing goals. Goal-based projections are ideal for clients focusing on increasing savings and determining realistic goals.

TOTAL: Cash-Flow 

Help clients make important financial decisions by creating complete financial plans using TOTAL's highly flexible data entry and comprehensive reports. TOTAL allows advisors to choose the projection with the highest suitability for clients financial situations and planning needs with TOTAL's goal-based or cash-flow-based options. 

Cash-Flow-Based Reports - Golden Years:  
Capture all the details of a client's financial situation by tracking year-by-year cash-flow projections. Cash-flow-based projections are ideal for complex client situations, including clients with high wealth or complicated taxes, or whenever tracking all the details of cash flow are important for a highly thorough analysis.  

  • Entire Report - Full set of Golden Years reports
  • Mini Report - Primary report pages focused on cash flow and retirement planning
  • Basic Report - Limited set of reports covering all topics available in Golden Years
  • Comparison - Side-by-side results of two planning scenarios
  • Cash Flow - Yearly cash flow planning projections and supporting pages
  • Social Security - Comparison of the current vs. optimal strategy.
  • Assets - Asset projections and investment reports
  • Taxes - Detailed tax planning projections and supporting reports
  • Estate - Current and suggested estate planning reports

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