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Money Tree Total Planning Software

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Note: The latest Money Tree version no longer integrates with Advisors Assistant. Check out Finance Logix and MoneyGuidePro for systems that integrate with Advisors Assistant.

Advisors Assistant will pass data to Money Tree Software's Silver Financial Planner or Total Planning Suite.

In order to pass the data, you must install Money Tree's Total Task Wizard, a free utility in the software download section at www.MoneyTree.com.

Advisors Assistant will pass client and spouse information, such as names, addresses, dates of birth, etc. It will also pass insurance and investment information if you subscribe to those modules and maintain those records.

How To Get Money Tree Software

First, you need to install the Money Tree package you are using or you want to use. If you do not already own Money Tree, you can download a 90 day fully functional trial copy at http://www.MoneyTree.com.

Download The Software

The Money Tree Software is at http://www.moneytree.com/Products/Updates and can be downloaded and installed from there.

Download either Golden Years or Easy Money. Silver Financial Planner does not work with the Import/Export Wizard that is on their web site.

Import / Export Wizard Required

Advisors Assistant communicates with the Money Tree software. This is a separate download and installation available on the Money Tree Software web site at http://www.moneytree.com/Partners and click on the "Install the Import/Export Wizard" button below all of the logos.

The same import / export wizard works with only the EZ Money and Golden Years. The wizard does not work with Silver Financial Planner, but Money Tree does have a version of the wizard that works with Silver..

How To Use Money Tree Software

If this is the first time you are using the Money Tree Software, you may not yet have a "database" created on your system, so BEFORE using the wizard, start the Money Tree software from your desktop and create the Money Tree database.

Using the software is very easy. Just follow these steps:

Step 1: Navigate To Client's View Screen In Advisors Assistant

When Advisors Assistant sends data to Money Tree, it sends the data associated with the currently viewed client.

Step 2: Click on Partner Exports on the Advisors Assistant Side Bar Menu

If you are not already on the Partner Export section of the Side Bar Menu, it will be at the bottom of the menu.

Step 3: Click on the Money Tree Icon

MoneyTreeIcon

The Money Tree Icon will start the process of sending the currently viewed client's information to the Total Task Wizard.

Now you are using the Import Wizard.

When you click Finish, the Total Task Wizard will load the Total Planning program and step you through the planning process.

At this point, you are no longer using Advisors Assistant, so any questions should be fielded by Money Tree technical support.

The data sent is controlled by the data accepted by Money Tree. From time to time we review this to check to see if they have added any fields.

Fields Sent To Money Tree

The following fields are sent to Money Tree. Follow the link for a definition. The fact that a value is available to the outside program does not mean that the program is set up to use it. Not all fields are used by Money Tree.

Contact Information	Investment Information	Insurance Information
Type of Name	Account Type	Coverage Named Beneficiary
Contact's Full Name	Account Number	Policy Company
First Name	Account Open Date	Policy Company Abbr
Middle Name	Security Company	Policy Number
Last Name	Asset Name	Coverage Class Abbr
Nick Name	Security Symbol	Coverage Class
Tax ID	Security CUSIP	Coverage Plan
Date Of Birth	Security Type	Coverage Type
Gender	Security Category	Coverage Benefit
Occupation	Account Objective	Coverage Benefit Mode
Primary Email Address	Security Sector	Qualified Plan Type
Website	Asset Acquired Date	Coverage Participants
Employer	Asset Liquidation Date	Premium Mode
Greeting	Asset Market Value	Premium Mode Frequency
City, State Zip	Asset Valuation Date	Total Modal Premium For Policy
Zip Code	Asset Shares	Total Annual Premium For Policy
State	Share Price	Coverage Status
City		Coverage Approval Basis
Street3		Renewal Provision
Street2		Coverage Submit Date
Street1		Policy Issue Date
Address Type		Coverage Effective Date
Contact		Coverage Expiration Date
Full Phone		Coverage Termination Date
Phone Extension		Coverage Conversion Date
Phone Number		Coverage Renewal Date
Area Code		Coverage Total Annual Premium
Country Code		Coverage Cash Value
Business Name		Coverage Other Value
Phone Type		Policy Loan Amount
Title		Policy Surrender Charge
Addressee		Policy Surrender Value
Name Status		Policy Net Cash Value
Date Of Marriage		Policy Net Benefit
Spouse Full Name		Policy Premium To Date
Spouse First Name		Premium Last Paid Date
Spouse Middle Name		Premiums Paid Thru Date
Spouse Last Name		Premium Next Due Date
Spouse Nick Name		Insured Full Name
Spouse Tax ID		Insured Relationship
Spouse Date Of Birth		Base Coverage
Spouse Gender
Spouse Occupation
Spouse Email Address
Spouse Website
Spouse Employer
Producer Full Name
Producer First Name
Producer Middle Name
Producer Last Name
Note: The fact that a field is available to another program does not mean that the program is using the field. If the field is on this list and it is needed, but not used in the program, please contact the vendor so they can coordinate with Advisors Assistant.