TOTAL Online

TOTAL Online improves the planning process for advisors with its easy to understand data input, backed with industry-proven calculations and reports. Advisors can create, collaborate, and deliver financial plans anywhere, anytime thanks to the cloud-based platform.


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Advisors planning withTOTAL Online share enthusiasm about modernized streamlined data entry, remarking that the cloud-based program is easier to use, while delivering the same flexibility and detail planners have come to expect from TOTAL Planning Suite.  

Find out for yourself if TOTAL Online is the right tool to improve your planning.  Try TOTAL Online for 30 days on us by simply signing up for the Free Trial.

Experience the benefits of TOTAL Online by exploring a full collection of videos, guides, and case studies.  

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View Videos & User Guides

User guides and training videos are available to help advisors
get started and learn more about planning with 
TOTAL Online.

Total Security

TOTAL Online features bank-level 256-bit encryption and physical security to keep data safe.

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TOTAL Online is the cloud-based edition of TOTAL Planning Suite, a powerful and flexible financial planning platform that offers both goal-based planning with Easy Money Power Planner, and cash flow-based planning with Golden Years Cash Flow, allowing advisors to plan for any client situation.  

Click to learn more about Easy Money and/or Golden Years and view sample reports. 

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Get started with this powerful and flexible web-based solution featuring industry-proven calculations and reports. Subscribers receive 12 months of software usage, unlimited support, and important program updates.  

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Cover all planning approaches with the powerful combination of Easy Money and Golden Years for $1342 for the first 12 months. 

Special savings are offered to advisors continuing subscriptions for an additional 12 months after the initial year.  Find out more about subscribing to TOTAL Online and making the switch from the desktop to online edition.  


Want to see more of TOTAL Online?  Sign up for a 30-day free trial and start planning today.  

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Questions?  Let us know!  Contact our sales team and our support team by calling toll free 877.421.9815 or submitting your question below and get the answers you need. 

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