- 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.
- maps & comps. Cirincione, John // Valuation;2nd Quarter 2011, Vol. 16 Issue 2, p27
The article evaluates the BatchGeo.com software which permits the user to essentially copy and paste spreadsheet or table.
- Free Calculator Eases Surface Finish Dilemma. // Circuits Assembly;Aug2007, Vol. 18 Issue 8, p8
The article reviews the spreadsheet software SurfaceCalc created by Bob Lazarra.
- Numbers '08. Griffiths, Rob // Macworld;Oct2007, Vol. 24 Issue 10, p61
The article reviews the spreadsheet software Number from Apple Inc.
- 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.
- Software to keep clients' investments hard at work. Needdleman, Ted // Accounting Today;12/11/2006, Vol. 20 Issue 22, p18
The article presents a comparison of asset allocation software including the AdvisorVision from AdviceAmerica, the Asset Allocation Planner from Cheshire and the Total Planning System from Money Tree and offers information on features, capabilities and costs.
- Asset allocation software helps clients find the right mix. Needleman, Ted // Accounting Today;12/17/2007, Vol. 21 Issue 22, p18
The article reviews several asset allocation software, including Wealth Manager from Cheshire Software, Total Planning System from Moneytree Software and AdvisorVision from AdviceAmerica.
- The Challenge of Financial Planning. McClure, Dave // Practical Accountant;Dec2006 Supplement, Vol. 39, p51
The article evaluates several financial planning software including Advisorplatform 4.0 from eMoney Advisor Inc., Total Planning System from Money Tree Software and Naviplan 10.0 from Emerging Information Systems Inc.
- SMART. Karuppan, Muthu; Marble, Robert // American Journal of Small Business;Summer86, Vol. 11 Issue 1, p65
Reviews the computer software Smart from Innovative Software Ltd.