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What’s New with Moneytree
Moneytree Software releases Moneytree Advise and Moneytree Plan, formerly known as Silver Online and TOTAL Online. Learn more about these updates and more.
Feature Focus: Using the Client Access Portal in Moneytree Plan
Learn how Client Access works with Moneytree Plan. Advisors and clients can share documents, tools, and comments to collaborate on a financial plan.
Feature Focus: Using What-If in Moneytree Plan Client Access
Learn how the Simple and Advanced versions of the What-If tool works in Moneytree Plan in Client Access Portal.
Feature Focus: Using DocVault in Moneytree Client Access Portals
Learn how the DocVault works in Moneytree Advise and Moneytree Plan. Get a walkthrough on setting up your clients.
Moneytree Advise: Sample Report
This is a sample custom report for Moneytree Advise to highlight many major features.
Moneytree Plan: Aspire Sample Report
This is a sample custom report for Moneytree Plan’s Aspire module to highlight many major features.