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.
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.
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.
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.