Silver and TOTAL

Pricing Options


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

      Pricing is for each advisor. Multi-advisor, enterprise, membership, and association        discounts available. For details, personalized quotes, or to purchase, contact us.  

Silver

Big-Picture Planning

$495
Fast Fundamental Plans
yearly price per user
 
 

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

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TOTAL

In-Depth Planning

 
$1780

$1342
 
 
Goal and Cash Flow Reporting
yearly price per user

Cover full planning needs for all of your clients with both goal-based (Easy Money) and cash-flow-based (Golden Years) report options.

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TOTAL

Single-Approach

$895
Goal or Cash Flow Reporting
yearly price per user
 
 

Prefer one approach for all clients? Get just the goal-based (Easy Money) or cash-flow-based (Golden Years) report option you want.

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Plan Your Clients' Best Financial Futures

From fundamental big-picture to deep in-depth analysis, 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
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