michael.pendergrass
Acronym
Moneytree Software, An Accutech Company
Product ID
Moneytree_Plan
Description
Make recommendations on client financial situation using goal-base and cashflow-based planning tools.
Images
Features
Make recommendations on client financial situation using goal-base and cashflow-based planning tools:
- Cover client planning needs with in-depth data and analysis
- Reconstruct planning results with report audit trail system
- Includes both Goal and Cash Flow Planning tools
Management Style
Schwab Products
Section
Solution