Money Tree Unveils Planning Tool

Jones, Lucretia DiSanto
May 2003
Advisor Today;May2003, Vol. 98 Issue 5, p16
Trade Publication
Introduces Money Tree Software's Silver Financial Planner 3.9 software. Use of the software to illustrate a client's current and potential future financial situations; Calculation and use of graphics to depict long-term care costs; Description of features; Contact information.


Related Articles

  • MONEYTREE COLLECTS DATA ONLINE.  // Accounting Technology;Mar2006, Vol. 22 Issue 2, p14 

    The article reports that MoneyTree Software is enabling financial planning clients to enter data on the Internet through the use of a Secure Online Planning Survey. The company is hosting the survey, which provides customized Web pages for a 50-dollar set-up fee. MoneyTree Software is based in...

  • Asset Control.  // Practical Accountant;Jul2003 Supplement, Vol. 36 Issue 7, p10 

    Reports on the release of a set of Money Tree Suite programs from Money Tree Inc. in Corvalis, Oregon. Benefits offered to financial advisors to work with complex sets of asset classes; Capability of the updated version to track and report on up to 21 different customizable asset classes;...

  • A Mainstay Moves Online. Bruckenstein, Joel // Financial Planning;Feb2014, Vol. 44 Issue 2, p60 

    The article evaluates the features of the Money Tree Total Planning Suite, a financial planning software developed by Money Tree Software.

  • Long-Term Care Planning.  // Practical Accountant;Apr2003, Vol. 36 Issue 4, p17 

    Reports that Money Tree has released its Silver Financial Planner 3.9 financial planning software.

  • The Challenge of Financial Planning. McClure, Dave // Accounting Today;2006 Year in Review, Vol. 20, p51 

    The article reviews several financial planning software, including Money Tree's Total Planning System, Emerging Information's NaviPlan 10.0 and AccountantsWorld's PFP Relief 6.5.

  • TOTAL PLANNING SYSTEM.  // Accounting Technology;May2006, Vol. 22 Issue 4, p50 

    The article presents the 2006 version of the Total Planning System from Money Tree Software company. The system enables planners to include Roth 401(k) options and details in their analyses and financial plans. It can incorporate the Roth plans' mix of pre-tax and after-tax contributions in...

  • The Challenge of Financial Planning. McClure, Dave // Accounting Technology;Jan/Feb2006, Vol. 22 Issue 1, p27 

    The article describes several financial planning programs to address issues of data security, loss of pensions and identity theft. AdvisorPlatform, a Web-based wealth management and goal-planning system from eMoney Advisor Inc., is developed to enhance the client/advisor relationship through...

  • NEW PRODUCTS.  // Accounting Technology;Apr2008, Vol. 24 Issue 3, p35 

    The article evaluates several computer software products including the self-Directed 940 and 941 e-File from Universal Business Computing Co., the Total Planning Suite Version 3.0 from Money Tree Inc. and the Knowledge-Based Audits of Government Entities module from CCH Inc.

  • NEW PRODUCTS.  // Accounting Technology;Jul2006, Vol. 22 Issue 6, p49 

    The article features newly available software including My Setup Wizard from PayCycle, Money Tree Software's Silver Financial Planner 4.0 and Shift Technologies' Thinmind Project Management 6.1. PayCycle software offers an on-line payroll system for small companies. Silver Financial Planner 4.0...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics