Discover new ways
to engage clients.

Created by

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.


New Ways to Prospect
and Engage Clients



bliss

The Retirement Compatibility Game, a fun and easy experience for couples that's designed for mobile use.

Discovery Lab

Video-guided data gathering for better quality client information with live consumer chat support.

Financial Freedom

A great way to quickly help clients who want to control debt. Empower them to start saving for short-term goals and retirement.

myMoneyGuide®

The online guided planning experience that helps prospects build a financial plan. Available in two levels - Lite and Expanded.

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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Scalable Planning and Prospecting

With two levels of guided planning – Lite and Expanded – myMoneyGuide® enables clients to create a basic financial plan and then request help from the financial advisor who invited them. Throughout the experience, myMoneyGuide® positions the advisor as the planning expert.

The Lite version typically takes 30 minutes to complete and quickly gets clients to a result. The Expanded version takes 60-90 minutes and is designed to gather more financial information for a more comprehensive result.

myMoneyGuide® Enterprise

Financial institutions and employers can 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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DELIVER QUALITY PLANS TO MORE CLIENTS

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


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