An Overall Product Classification, Generic Review, Evaluation of Their Functions, and Detailed Comparisons with Tools For Money
(see the chart at the bottom)
We're trying to do a fair and balanced review, so if you dispute any of this, just
send an e-mail and we'll look at it and if you're right, then we'll edit that and give you a freebie to thank you
Money Tree Review, Evaluation, and Comparisons
Money Tree has five versions. Click on one below to go there:
Money Tree Silver
Silver Online: No evaluation was done here because it's just Silver in the clouds (it's not ISO / IEC 27001:2005 cloud security certified). The bottom line on that:
Why you should not work in the cloud as a financial advisor
Money Tree Easy Money
Money Tree Golden Years
Money Tree Power Planner (AKA
Total): This is just the Easy Money module combined with Golden Years, so there was no need to do a separate evaluation. Their stuff says that the two can't be integrated because "Easy Money is goal-based" and "Golden Years is cash flow-based," but then they did it anyway.
It's $900 and $650 to update.
