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Everyone needs and deserves a quality financial plan.℠

Financial Planning

MoneyGuidePro®, created by PIEtech℠, makes the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.


KEY FEATURES

For a complete list of MoneyGuidePro® features, click here.

Understand Your Client

Streamline data gathering. Explore expectations and concerns to create better plans.

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Health Care Costs

With one click, you can include health care costs—one of the largest expenses in retirement.

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Social Security

Choose the strategy that maximizes your client's social security benefit.

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Risk

Simply and easily demonstrate the impact of risks and loss tolerance to a financial plan.

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Recommended Scenario

Four options provide different views of your financial plan and client's confidence zone.

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Play Zone®

This engaging feature lets your clients instantly see the impact of adjusting variables.

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What Are You Afraid Of?

Show your client the impact of market corrections, early death or unexpected costs.

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Planning Portal

This portal enables clients to focus on long term goals and discourages reactive behavior.

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FUNtirement Plan℠

Retirement is when you stop working. FUNtirement is when you start having more fun. MoneyGuidePro® makes it easy to create a FUNtirement Plan℠ that helps your clients get more fun and satisfaction from their money after they stop work.

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Scalable Planning

The firm that delivers the quality financial plan first to the client wins. How will you be the first? myMoneyGuide® brings scale to financial planning.

myMoneyGuide®

A guided online planning experience where participants build their own personalized plan for retirement. Our instructors moderate the process and position you as the financial professional who can help enhance and implement that plan.

myMoneyGuide® Enterprise

This version of myMoneyGuide® allows financial institutions and employers to white-label and customize their own guided planning experience. All videos, content, conversations and output are customizable.

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Your Firm's DOL Solution

Do you know how your firm will defend that your advisors' recommendations were in their clients' best interests?

Best Interest Scout℠ is a client-initiated scalable and standardized solution to help obtain the client information necessary to evaluate the full financial circumstances of a client in accordance with Department of Labor (DOL) requirements.

This solution is only available for Enterprise clients.

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Training

With in-person, virtual, or even on-demand training, you and your staff can obtain the knowledge you need delivered in the manner that best fits you. Whether it is the technical “how-to” training you require, or perhaps best practices and positioning, we have a solution that can help.

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FUNancial Planning℠

Traditional financial planning is about accumulating money. FUNancial Planning℠ is about using your money to maximize the enjoyment and satisfaction it provides over your lifetime. MoneyGuidePro® makes it easy for advisors to create a compelling FUNancial plan for every client.

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DELIVER QUALITY PLANS TO MORE CLIENTS

Start now—we have a solution that will fit your business model.


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