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Moneytree

Professional financial planning software for top advisors and growing firms.

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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.



Moneytree

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies

Moneytree Core Features

Financial Planning

  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition

Moneytree Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Annual Subscription
Vendor pricing page

Plans & Packages

Standard
$495 Per Year

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