A budgeting, planning & forecasting application designed by Money Tree Software for finance & insurance companies.
Silver Financial Planner is widely regarded as one of the most effective planning tools available to financial planners. This product will give you the tools you need to immediately show clients solutions to their retirement problems. Future scenarios can be shown using the Live What-If? Scenarios tool; giving your clients a graphical view of their monetary growth in the future. Finally, this product is able to produce professional reports that will include informative text, detailed numbers, and colorful graphs; allowing you to provide your clients with the most informative reporting possible. This product is available as an ‘in-house’ solution or as an online solution hosted by Money Tree Software.
Silver Financial Planner has the ability to perform many functions to aid in your planning for your clients. The abilities these functions have are listed below:
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