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Moneytree Plan from Moneytree Software

Includes interactive calculators for retirement, education funding, and insurance needs. The education calculator models projected college costs, investment returns, and funding gaps based on client data for comprehensive financial planning.

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More about Moneytree Software

Product analysis by function

Education Funding Calculators for Financial Planning

Tools for projecting education costs, analyzing funding strategies through 529 plans and other vehicles, and integrating education funding with overall financial plans.
More Education Funding Calculators More Financial Planning ...


User Interface & Experience    
(6 Yes /6 Known /11 Possible features)

Education Cost Projections    
(9 Yes /9 Known /10 Possible features)

Funding Strategies & Vehicles    
(9 Yes /9 Known /10 Possible features)

Plan Integration & Holistic Planning    
(9 Yes /9 Known /10 Possible features)

Assumptions & Customization    
(9 Yes /9 Known /10 Possible features)

Collaboration & Client Engagement    
(5 Yes /5 Known /10 Possible features)

Reporting & Output    
(9 Yes /9 Known /10 Possible features)

Integration & Data Import/Export    
(3 Yes /3 Known /10 Possible features)

Regulatory Compliance & Security    
(7 Yes /7 Known /10 Possible features)

Support & Training    
(4 Yes /4 Known /10 Possible features)

Performance & Scalability    
(2 Yes /2 Known /10 Possible features)

Insurance Needs Analysis Software for Financial Planning

Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
More Insurance Needs Analysis Software More Financial Planning ...


Client Data Input & Management    
(5 Yes /5 Known /10 Possible features)

Needs Analysis & Calculation Engine    
(5 Yes /5 Known /10 Possible features)

Integrations & Data Connectivity    
(3 Yes /3 Known /10 Possible features)

Reporting & Presentation Tools    
(7 Yes /7 Known /10 Possible features)

Compliance & Regulatory Features    
(0 Yes /0 Known /10 Possible features)

User Experience & Accessibility    
(0 Yes /0 Known /10 Possible features)

Product Selection & Recommendation Tools    
(0 Yes /0 Known /10 Possible features)

Security & Privacy    
(0 Yes /0 Known /10 Possible features)

Client Engagement Features    
(0 Yes /0 Known /10 Possible features)

Training, Support & Onboarding    
(0 Yes /0 Known /10 Possible features)

Scalability & System Performance    
(0 Yes /0 Known /10 Possible features)

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