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Money Tree Software Golden Years Cash Flow 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

Golden Years Cash Flow 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 Golden Years Cash Flow

Money Tree Software Golden Years Cash Flow Money Tree Software Golden Years Cash Flow is a tax planning software solution that charts out all tax-related expenses accrued during retirement. As retired clients come in for consultation, users can build plans containing information on life events, income sources and expenses. From there, the program can calculate all taxes associated with these plans and run simulations to ensure that clients have enough money going forth. In the event that an audit is needed, the system can create a full audit trail for verification. The product can additionally estimate drawdowns for all controlled assets, and users can create and distribute full tax reports. Lastly, Money Tree Software Golden Years Cash Flow hosts a number of online portals in which clients can perform self-service.

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

Golden Years Cash Flow Features

  • SaaS or on-premise tax planning software solution
  • Calculates all taxes accrued during retirement years
  • Builds plans around income sources, life events and more
  • Runs simulations so that clients can be sure they have enough money
  • Can generate audit trails in response to audit requests
  • Controls asset drawdowns
  • Clients can perform self-service through online portals

 

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