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TOTAL Planning Suite
from Moneytree Software
Comprehensive financial planning software with detailed cash flow analysis, tax planning, retirement needs analysis, estate planning, what-if scenarios, side-by-side comparisons, and client presentations. Known for calculation accuracy and thoroughness.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
TOTAL Planning Suite
Category:
Retirement Planning Systems
Specialized software for modeling retirement scenarios, calculating required savings rates, projecting retirement income needs, and analyzing Social Security optimization strategies.
TOTAL Planning Suite
Category:
Tax Planning Software
Applications that help advisors identify tax-efficient investment strategies, tax-loss harvesting opportunities, and integration of investment decisions with clients' overall tax situation.
TOTAL Planning Suite
Category:
Estate Planning Tools
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
TOTAL Planning Suite
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