Money Tree Software Silver Review

Product Snapshot

Product Pricing

Initial year – $495

Technology

Product is available as a SaaS solution that requires no additional hardware or as an on-premise solution.

Customer Focus

Vendor works with small and midsize customers.

Select Customers

Contact vendor directly for case studies.

About Silver

Silver is a financial planning software solution that generates what if scenarios for bankers who work with clients’ financial needs. Users start out by entering all clients’ financial data into the program. Users can then run retirement, student and real estate money management scenarios across a number of different settings and compare each one’s strengths and weaknesses side-by-side.

As these scenarios become finalized, the system can share them with clients and demonstrate the logic behind each step. Users can continue to modify scenarios as clients see fit, and the product can generate full reports for a bank location. Lastly, the platform can identify insurance needs for customers.

About the Company

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

Silver Key Features

SaaS or on-premise financial planning software solution
Designed for bankers who work with student, real estate and retirement finances
Runs full what if scenarios that chart out each step of the money management process
Displays the logic behind each plan’s milestone
Identifies all insurance needs
Can continue to hone plans and share updates with clients
Generates financial reports for individual banking locations