SaaS pricing is $649 a year with an initial $895 purchase. On-premise pricing is $350 a year with an initial $895 purchase.
Money Tree Easy Money Power Planner is available as a SaaS solution that requires no additional hardware or as an on-premise solution.
Money Tree Software works with small and mid-sized customers.
Contact vendor directly for case studies.
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.