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FINANCIAL MANAGEMENT

Money Tree Software Silver Financial Planner Review

Product Snapshot

Pricing

SaaS pricing is $371 a year with an initial $495 purchase. On-premise pricing is $195 a year with an initial $495 purchase.

Technology

Money Tree Silver Financial 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 Silver Financial Planner

Money Tree Software Silver Financial Planner Money Tree Silver Financial Planner 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, Money Tree Silver Financial Planner can identify insurance needs for customers.

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

Money Tree Silver Financial Planner 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

 

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