PIEtech℠, Inc. (PIE), the developer of MoneyGuidePro® and moneyguidepro.com, is committed to protecting your privacy and ensuring the
security of your information on our website.
Your financial advisor can authorize PIE to allow the exchange of data between moneyguidepro.com and other programs or websites that your advisor uses in their business, and your personal information can be included in these data exchanges. Except for data exchanges that have been authorized by your advisor, PIE does not disclose or share your personal information with any third party, unless required by law to do so (for example, to comply with a subpoena).
We use transport layer security (TLS) encryption, which is the industry standard for secure data transfer software, to ensure data you transmit through the Internet is protected against unauthorized access.
What Personal Information Do We Collect and How Do We Use It?
When you register, we will ask you for your name, email address, and contact information, and you will be asked to select a password. You may also be asked to select a user name.
We use your name to personalize your reports generated by the system. We use your email address to confirm your subscription, user name and password, and to provide customer service. As a registered user, when you select the option to create or access your financial plans, we will recognize you by your user name and password (or e-mail address, as applicable). We may also use the contact information we collect to notify you about any new functions included in our software or new services offered by our website.
What Financial Information Do We Collect and How Do We Use It?
To use our software, you or your financial advisor must input personal financial data for you and, if applicable, your co-client. The personal financial data required may include annual income, current values of and annual additions to investment assets, anticipated retirement expenses, and expected values of future assets such as lump sum distributions from pensions or inheritances. In many instances, these entries are optional. This personal financial information will be used by your financial advisor, in conjunction with our software, to develop financial, asset allocation, and income plan(s) or analyses for you.
"Cookies" are small files used by websites to store information on your computer. For moneyguidepro.com to work properly, your browser must be enabled to accept cookies. Our cookies contain information that identifies you during a session and allows the software to function. This information is not for sale or distribution.
How Do We Protect Your Information?
When you access your financial data, we use a state-of-the-art secure server to keep all of your personal information as secure as possible. The transport layer security (TLS) encrypts all information you input before it is sent to us, and all data we collect is protected against unauthorized access. This approach helps ensure that your personal and financial information remains safe and private.
You also acknowledge that PIE may aggregate data from its users and subscribers for the purpose of better understanding its user base and/or to research potential changes in content and services. PIE may use this collective information for product research or marketing demographics, but we do not disclose, sell, or distribute any information to a third party where such information could indicate directly or indirectly any individual's financial information.