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 Money Tree Suite for Windows
(Includes Easy Money, Golden Years, Retirement Solutions)
It is no longer enough to prepare a simple financial planning
report for a client. Clients have become more sophisticated, and now require a
plan that is visually appealing as well as speaking to their financial planning
requirements.
Windows 95 Technology - In order to provide all of the speed and flexibility
our customers have asked for, we determined that we needed to use the 32-bit operating
system provided by Windows 95.
Database Structure - Instead of saving client data in a separate file for
each client , we have created a true "database" file structure for the new
version. This will enable planners to store all clients together in one file,
do global updating, search and sort for different client characteristics, etc.
Assisted Data Entry - The new Money Tree Suite of programs assist the
user in entering data in a consistent, accurate manner. Assisted operations
include automatically capitalizing, defaulting to a date or an amount, warning messages
when dates are questionable, commas, decimal points in number fields, and templates, such
as dashes and brackets. The new programs also assist the user with drop-down
tables throughout the data entry sections, providing lists of specific choices for a given
field. For example, the Asset Information screen contains a field
entitled "Class" which will contain the following choices: Reserves, Income,
Growth, Growth and Income, and Aggressive Growth. Click on the arrow at
the end of the field to view your choices and then highlight your selection.
The information is now entered into the Class field in exactly the same
format as other asset records.
On-Line Help - Provides the user with helpful information about various
topics throughout the program. On-line help is available at any point to
clarify the operation of the program. The help screens include advice about
various topics including investments and taxes. A Quick Start User's Manual
and the Client Data Questionnaire are also available for viewing or printing from the Help
Menu.
The Money Tree Suite of programs in its original design were intended for use with the
middle income client, although according to our users they have also proven to be very
effective for high-income or large estate clients who will relate to a more simplified
financial plan. Over the years our programs have evolved and changed to meet
the needs of our users, and today they are considered to be a standard in many planning
offices around the country.
Program specifics:
 | 486 or better computer system (Pentium 150 or better recommended). |
| Up to 45 meg of hard drive space required. |
| At least 16 meg RAM (32 recommended.) |
| Windows 95/98 or NT. |
| Any printer supported by Windows, including color. |
| Free Demonstration version available on
CD-ROM or diskette. |
| Golden Years for Windows - $750 |
| Easy Money for Windows - $750 |
Many changes have also taken place in the way that the programs look.
The new Money Tree Suite data entry screens are not only attractive,
but allow the user to use the mouse to jump from one screen to the next, by-passing
unnecessary entries or to make quick adjustments from one data screen to the next.
The following is a sample of the new Personal Information screen:
The Money Tree Suite programs allow you to enter all relevant client data from a
specialized data questionnaire, and then have that data automatically and immediately used
by each of the Suite reports. The reports themselves are written in a
non-technical style, with the latest in 100% graphical presentation. This
professional quality report formatting includes proportional fonts, bold and underlined
text, boxes, shadows, shading, and 3-D graphics embedded in report pages.
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