Moneytree
Professional financial planning software for top advisors and growing firms.
From big-picture to in-depth, Money Tree Software offers professional financial planning solutions for advisors. Plan the way for your clients' financial futures.Silver's interactive big-picture planning supports important conversations about your client's financial future. Spend less time creating plans and more time on what really matters.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Case Studies
Media
Moneytree Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Credit Card Management
- Revenue Recognition
Moneytree Pricing
Pricing Type
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Flat Rate
Free Version
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No
Payment Frequency
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Annual Subscription
Plans & Packages
Standard
$495 Per Year
Moneytree Reviews
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