Everyone needs and deserves a quality financial plan.℠
MoneyGuidePro®, created by PIEtech℠, raises the bar, making 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.
For a complete list of MoneyGuidePro® features, click here.
Streamline data gathering. Explore expectations and concerns to create better plans.Learn More
With one click, you can include health care costs—one of the largest expenses in retirement.Learn More
Choose the strategy that maximizes your client's social security benefit.Learn More
Simply and easily demonstrate the impact of risks and loss tolerance to a financial plan.Learn More
Four options provide different views of your financial plan and client's confidence zone.Learn More
This engaging feature lets your clients instantly see the impact of adjusting variables.Learn More
Show your client the impact of market corrections, early death or unexpected costs.Learn More
This portal enables clients to focus on long term goals and discourages reactive behavior.Learn More
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.
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.
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.Learn More
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.Learn More
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.Learn More
The Client Planning Portal helps clients determine whether they are on track to meet their goals in retirement. The Probability of Success Meter reminds clients of their current plan results and measures their confidence in achieving their goals.Watch Video