Product is available as a SaaS solution that requires no additional hardware or as an on-premise solution.
Vendor works with small and midsize customers.
Contact vendor directly for case studies.
TOTAL is a financial planning software solution that can build retirement plans around goals and cash flow. At the start, users can upload client and third party database financial information into the program. Users can then chart out retirement plans by setting financial goals, noting income sources and drains and calculating taxes for each year.
Once a plan is fully constructed, the system can send it out to the client for approval. The product additionally logs all activity in audit trails and can display financial milestones as visualizations. Lastly, the platform can host online self-service portals with branded pages and content.
Money Tree Software was founded in 1981 and is headquartered in Oregon.