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
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
 
$1780

$1342
 
Dual Reporting
 
 
initial year

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
Easy-Money or Golden Years
initial year
 
 

Prefer one approach for all clients? Get just the goal-based or cash-flow-based report option you want.

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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 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 4.
Schedule Demo