Founded in 1981 by Mike Vitkauskas, CFP®, Money Tree Software? is a successful pioneer in the financial planning software market. Developed by a CFP® for professional planners, Money Tree?s programs do data analysis and generate reports that are not just fancy graphs and charts; they help advisors do business.
? Less time creating reports means more time with clients.
? Clear, understandable reports help create clients who are ready to act.
? Good financial plans build client trust and loyalty.
Money Tree?s team has extensive financial experience, strong Windows development skills, and a desire to meet and support the evolving needs of the financial community. Money Tree continues to be a source of financial planning originality and innovation.
