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.

Discounted renewal pricing is available for current customers.

 

 

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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.

Discounted renewal pricing is available for current customers.

 

 

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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.

Discounted renewal pricing is available for current customers.

 

 

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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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