Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future. Cover the planning needs for your clients and choose the most suitable approach for your clients’ financial situation with Moneytree Plan’s goal-based and cashflow-based planning options!
– Goal and Cashflow Planning
– Advanced What-If Systems
– Accurate and robust calculation engine
– Audit Trails
Moneytree Plan
