You need the right financial planning software to fit each client. You need software that is easy to use and comprehensive. Money Tree makes software that planners have relied on for over two decades. We know you need answers without excessive data input; that you demand accurate reports and practical solutions so you can run your business efficiently.
Solutions to meet all your planning and analysis needs:
- Quick and economical retirement projections for all types of clients
- Comprehensive goal based planning for clients in the accumulation years
- Cash flow planning for clients in or near the distribution years
- Plus a variety of dedicated tools to illustrate special situations
Praised for ease of use and clear reports, Money Tree Software makes sense to advisors. It is reasonably priced, flexible and has top rated support. Click on the Money Tree Logo to view the Money Tree literature, find sample reports, download fully functionally programs and learn about available training.
