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.
Money Tree is now Moneytree, and a whole lot more!
Announcing some big changes at Moneytree and a product release on September 1, 2020!
State Income Taxes Updates for 2020
Tax Rates as Entered in TOTAL Online:
CARES Act Updates Out Now
Changes for the CARES Act have now been released for all programs. The CARES Act was passed in March 2020 to help relieve financial burdens caused by the coronavirus. Among the various elements of the act, there are a handful of changes that affect taxes and required distributions from retirement accounts. Most of these changes […]
Feature Focus: HSAs in Moneytree Plan
HSAs can now be entered in Moneytree Plan! In the program they will be included in the list of Retirement Plans such as 401k’s, IRAs, Roths, etc.
Help Your Financial Planning Clients Maximize Social Security Benefits
Most eligible retirees begin taking Social Security benefits upon reaching age 62, but is that really the best time for your client to start receiving his or her benefit?
SECURE Act Updates are Live
With a day to spare, we’ve updated all Money Tree Software to reflect the changes made in the 2020 Federal Tax information and the SECURE ACT.