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Money Tree Software Easy Money Power Planner Review

Product Snapshot

Pricing

SaaS pricing is $649 a year with an initial $895 purchase. On-premise pricing is $350 a year with an initial $895 purchase.

Technology

Money Tree Easy Money Power Planner is available as a SaaS solution that requires no additional hardware or as an on-premise solution.

Customer Focus

Money Tree Software works with small and mid-sized customers.

Select Customers

Contact vendor directly for case studies.

About Money Tree Easy Money Power Planner

Money Tree Software Easy Money Power Planner Money Tree Easy Money Power Planner is a financial planning software solution that works with retirement plans and identifies their weaknesses. While assessing clients, the program can determine each one’s individual needs and calculate all net worth. Users can then go through each upcoming year and chart out points of wealth accumulation and spend. In the event that a client is unable to meet the financial requirements of a plan, the system can balance the books by redistributing budgeted funds. The product can generate financial reports for all clients, and users can also estimate funding from social security and pensions. Lastly, Money Tree Easy Money Power Planner uses Monte Carlo simulations to identify all risks involved with plans.

About Money Tree Software
Money Tree Software was founded in 1981 and is headquartered in Oregon.

Money Tree Easy Money Power Planner Features

  • SaaS or on-premise financial planning software solution
  • Designed to build and hone retirement plans for clients
  • Charts out yearly plans that indicate points of wealth accumulation and spend
  • Estimates money received from pensions and social security
  • Can integrate debt and stock options into plans
  • Provides suggestions on how to save money in the event that clients lack the needed funds
  • Identifies all risks by running Monte Carlo simulations

 

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