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Secure Online Planning Survey

A web‑based budgeting, planning & forecasting service designed by Money Tree Software for finance & insurance companies.
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Secure Online Planning Survey, is designed to benefit both you and your clients, for more information please read the application description of this product.

This product is a web-based application that allows your clients to securely enter their data online and send it to you. This data can them be imported into TOTAL Planning Suite or Silver Financial Planner. Secure Online Planning Survey will aid your customers by allowing them to enter information remotely, instead of requiring them to meet with you. Additionally, this product will help you in your planning efforts by: reducing the amount of time spent in meetings, allowing you to construct plans before clients arrive, and giving you more time to prepare for meetings.

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