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.

Core Features
Financial Planning Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Credit Card Management
  • Revenue Recognition
Pricing Type
Flat Rate
Free Version
Payment Frequency
Annual Subscription
Plans & Packages
$495 Per Year
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies
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