A well-established planning product has been released in a new web-based version that offers many advantages for existing users but may not be such a sure thing for new customers.
Money Tree Software has been producing financial planning software for professionals since 1981. The companys popular Money Tree Silver software, which does what the firm calls efficient fundamental planning, is ideal for simple planning cases. It can illustrate wealth accumulation scenarios, education and insurance needs, as well as retirement income drawdowns. It has been available online for at least half a decade.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access