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INTEGRATION RELATIONSHIPS

Money Tree Software

Publisher of Financial Planning software since 1981. Known for ease of use and customer friendly reports. Silver Financial Planner (affordable, effective retirement planning). TOTAL Planning Suite (both goal based and cash flow planning) and now Silver On-line for web-based planning.

We "play well" with these other software programs . . .

 

 


OTHER ADVISOR SERVICES
Accutech Systems
ACT!
Act4Advisors
Advisors Assistant
Collegiate Funding Solutions (export)
FinaMetrica
MS Outlook
Portfolio Tracker
PrecisFP (Spectrum Input)
Schwab Technologies
Portfolio Center and Relationship Manager
Silver Financial Planner
Silver Online
Web Ally eRM