Money Tree Software

No two planning clients are the same and no single application can satisfy all levels of advisors. Clients benefit from different planning styles and reporting scope.

Starting with their quick and easy Silver Financial Planner (desktop and web-based) through the detailed comprehensive goal-based Easy Money module and cash-flow based Golden Years module, Money Tree provides tailor-made programs to match different planning needs.

Money Tree Software doesn’t just sell products. They work to provide efficient, effective, usable solutions at multiple planning levels. Advisors are provided with outstanding customer support, online training classes, and web-based instructional videos on both the technical and planning sides of the software.

Financial advisors who use Money Tree Software’s planning programs report an increase in annual revenue of 20% to 40%.  This is due to the improved service they provide with high-quality, accurate and compelling reports generated in a relatively short time.

Money Tree has a long term established relationship with Garrett Planning Network which allows Garrett members to receive a 25% discount off the purchase price of any software package from Money Tree.  Included in the purchase cost is the first year’s technical support and updates.

Download the software from Money Tree Software, email them at sales@moneytree.com or call 877-421-9815, extension 4.