Silver and TOTAL Pricing


Start planning today with Money Tree's financial planning software for advisors.

Pricing Information

Pricing information is shown for a single advisor. Multi-advisor, enterprise, and discounts through membership associations are available. For more pricing information, to receive a personalized quote, or purchase, contact us.  

SILVER
Big-Picture Planning
 
$495
initial year

Focus clients on what matters with Silver's big-picture plans. Discover shortfalls and highlight solutions.
 

 

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TOTAL
In-Depth Planning
 
$1342
initial year

Cover the planning needs for all of your clients with TOTAL's goal-based and cash-flow-based options.

 

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TOTAL
Single Approach* 
 
$895
initial year

*Prefer a single planning approach for all clients? Sign up for the goal or cash-flow-based option only.

 

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Or purchase.


Discounted renewal pricing is available for current customers.

Or purchase.


Discounted renewal pricing is available for current customers.

Or purchase.


Discounted renewal pricing is available for current customers.

 

Plan Your Clients' Best Financial Futures

From big-picture to in-depth, Money Tree Software offers professional financial planning software for advisors.  

Learn more by starting a free trial or scheduling a demo.

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