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TOTAL Planning System

A multi‑module management system designed by Money Tree Software for finance & insurance companies.
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Retirement planning for your clients can be a difficult task, as no two clients have the same financial needs or goals. There was previously no single planning software that satisfactorily met the planning needs of all your clients, until the TOTAL Planning System. This product has a full spectrum of planning tools to satisfy any customer type. TOTAL is built around an “Integrated Database and Input” method that will save you hours, increasing your ability to provide cost effective planning solutions to your clients. Enter data one time into the TPS data collection forms, and you can then pick the right reporting tool for each client engagement. All report systems include an easy-to-understand Monte Carlo simulation report. This product consists of three modules to provide you with a wide array of solutions. Some of the features you will receive with the TOTAL Planning Suite are:

  • Quick Entry Wizard - Allows for quick and easy client data entry, with the ability to reuse data.
  • Age Change Event Tables - Gives you the ability to modify expenses, incomes, etc. as often as needed.
  • Third Party Connectivity - Ability to import contact/asset information from Albridge Solutions, Microsoft Outlook, and Silver Financial Planner. Ability to export data to Microsoft Outlook and LaserApp.
  • Access to your TOTAL Planning Suite Database from the web utilizing the TOTAL Planning Suite Server.

Functionality Modules

Easy Money Easy Money is the comprehensive planning module of TOTAL Planning System; it covers all aspects of a financial plan, allowing you to show clients the best way to meet their…

Golden Years Golden Years is made for your clients who demand detailed and highly accurate yearly tax analysis. This cash-flow-based application focuses on asset growth, income, expenses,…

Strategic Solutions Strategic Solutions is the base module of the TOTAL Planning System, and is included with your purchase of the TOTAL Planning System. Strategic Solutions focuses on providing…

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