Secure Online Planning Survey


Online Data Gathering  for Money Tree's Financial Planning Software.


Web Based Questionnaire

Secure Online Planning Survey is a web based data gathering tool, which allows your clients to safely enter their data online and send it to you. When you receive the data you can open it directly in TOTAL or Silver, saving data input time.


Setup Fee & Lifetime License: $50

  • Encrypted and Password Protected File Sent Directly to the Planner
  • Clients securely Enters Data from the Comfort of their own Home
  • Takes Roughly 20 Minutes for your Client to Complete
  • Imports into Silver & TOTAL

 Try the Secure Online Planning Survey

Start Planning Today with a Free 30-Day Trial.

Need more information? Speak to an expert 1-877-421-9815 ext 4.
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