Discover the Power of MoneyGuidePro's Client Portal and Aggregation Options.



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.


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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Find out how MoneyGuidePro® can help you grow your business.

Request a Demo

ADD-ONS

Additional fee per add-on.



Improve plan data and eliminate manual data entry with aggregation. With the choice of MX or Yodlee, your clients can access personal financial management (PFM) tools to help them plan and stay on track.


With a seamless integration, the Finametrica Risk Tolerance profile allows the client’s natural risk tolerance to be clearly identified and you to reconcile differences between couples.


Customize your financial planning platform with your logo. It’s affordable, quick and easy to create a look that is specific for you on every screen and on your report cover page.

Research and Insights


To Charge or Not to Charge: Exploring Industry Trends and Best Practices

As a financial planning software company, we are often asked by advisors how much other advisors charge for financial planning and how they charge. This white paper is a result of the recent PIEtech® survey of over 1,400 advisors..

Download the white paper to receive insight on:

  • Best practices for your business and clients
  • Changing trends around financial planning and fee structures
  • The benefits of financial planning

Download White Paper

DELIVER QUALITY PLANS TO MORE CLIENTS

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


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