Money Tree offers two main product lines for overall financial planning, *TOTAL Planning Suite* and *Silver Financial Planner*, and a third stand-alone program containing a new IRA-Roth Conversion Analysis report, *Distribution Solutions*.
The TOTAL Planning Suite components are specifically designed for the financial planner who devotes a good deal of time to detailed analyses and preparation of in-depth reports. TPS is a powerful, detailed and complex software package that can handle just about anything.
Alternatively, our Silver Financial Planner was developed for the individual who needs an uncomplicated, yet powerful tool to rapidly demonstrate personalized financial concepts and projections to clients.
Silver empowers advisors to run quick analyses and create professional reports without taking a lot of hours away from client communication.
Silver is also available as a web-based program, Silver Online.
Silver uses more generalized data entry – you cannot put specific rates of return on assets, for example, but instead use a common rate for each of the follow groups- taxable assets, tax deferred, tax free and annuities.
With TOTAL Planning Suite you can have specific rates of return for each asset broken down into dividend rate, interest rate, appreciation rate, and capital gains rate, or use a default rate based on the asset class.
Distribution Solutions is a collection of calculations and reports addressing the needs of advisors working with Americans in transition.
Distribution Solutions contains Roth Conversion Analysis, 72(t) & RMD Reports, Pension Annuity vs. Lump sum, Pension Dimensions, Lump Sum Distribution vs. IRA Rollover, Inflation Effects Illustration.
Planners should feel free to download and try out our fully functional trial software at www.moneytree.com/downloads