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This Is How Logan Roy of 'Succession' Should Have Approached Estate Planning
07/12/2023Open and honest communication with heirs is key to avoiding drama like in the Roy family and ensuring your estate is handled the way you want after you’re gone. Read More.
How To Get Involved In Your Clients’ Estate Planning
06/12/2023Envestnet Group President Explains The Benefits Of Advisors Engaging In Estate Planning, Addressing Client Emotions, Common Barriers And Ways To Get Involved Read More.
The Importance of Digital Financial Planning Experiences
05/17/2023WEALTHSTACK TV TECHNOLOGY The Importance of Digital Financial Planning Experiences Envestnet's Rose Palazzo details how the company helps advisors develop deeper client relationships. Read More.
Powhatan Habitat chapter places first modular home
03/20/2023The $3 million grant was awarded to PlanRVA, which worked with the regional Partnership for Housing Affordability to distribute the funds to area housing nonprofits, Winiecki said. Additional... Read More.
T3 2023 news: Altruist buys SSG, Envestnet upgrades MoneyGuide and more
03/17/2023The latest Envestnet | MoneyGuide generational technology release features updates across its platform that "supports forward-thinking advisors who are seeking to deliver personalized and relevant... Read More.
Envestnet Makes MoneyGuide Enhancements: Tech Roundup
03/16/2023The latest version of MoneyGuide offers new enhancements to its financial planning platform, including a goals-based planning digital experience. Read More.
Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning
03/13/2023New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most Read More.
Edward Jones: Where Main Street And Amazon Meet
02/02/2023Jones is working with Envestnet|MoneyGuide to empower advisors to create comprehensive views of clients’ portfolios and optimize their financial plans. Capabilities to be added will enable advisors... Read More.
Personalization Within Financial Planning
01/30/2023Q&A with Private Wealth Magazine and Rose Palazzo, Group President of Envestnet Financial Planning, surrounding personalization within financial planning. Read More.
Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
01/20/2022MoneyGuide believes the future of financial advice revolves around data and personalization. Read More.
Where Envestnet’s MoneyGuide Ends, Its New Partner FP Alpha Begins
01/20/2022FP Alpha, a financial planning software that uses artificial intelligence to help wealth managers analyze tax and estate documents, has integrated with Envestnet’s MoneyGuide. Read More.
MoneyGuideElite with Wealth Studios
01/11/2022Joel outlined several Wealth Studios benefits, including the combination of MoneyGuide and Wealth Studios is a significant addition to the financial planning software space. Read More.
Bridging the Racial Financial Advice Gap
01/04/2022Envestnet | Moneyguide was mentioned in Onyx Advisor Network’s press release about the platform launch and technology which will be offered at a discount to network advisors. Read More.
New MoneyGuide Functionality Drives Deeper Understanding of Investment Income Strategies
01/02/2022Tony Leal’s recent blog for Envestnet about the Total Income module for MoneyGuideElite was featured in The Trust Advisor. Read More.
The future of financial planning software
01/01/2022MoneyGuide was mentioned throughout Citywire’s article on the future of financial planning software and the market share both softwares hold. Read More.
AssetMark On Millennial Investing: How To Get Younger Clients
12/29/2021MoneyGuidePro was mentioned in a piece about adding millennial clients to your practice and the use of wealth management tools. Read More.
An End-of-Year Estate-Planning Checklist for Advisors
12/27/2021Rose Palazzo’s byline on year-end estate planning ran in WealthManagement.com today. Read More.
Boost Your Value by Seeing How Taxes Are Part of Every Financial DecisionBoost Your Value by Seeing How Taxes Are Part of Every Financial Decision
12/20/2021MoneyGuide was mentioned as a software solution that advisors and planners can use tax planning as an opportunity for increasing client engagement and boosting value. Read More.
Advisor360 Remodels Software to Make Onboarding Easier
12/14/2021Advisors needing to engage in complex estate planning can utilize Advisor360°’s integrations with Envestnet | MoneyGuide Read More.
Advisor duo plans launch of new network to boost underrepresented planners
12/14/2021Envestnet | Moneyguide was mentioned in Onyx Advisor Network’s press release about the platform launch and technology which will be offered at a discount to network advisors. Read More.
AssetMark: How to Make Your Insurance Business Grow with Financial Advising
11/28/2021Solutions like MoneyGuide simplify financial planning workflows. Read More.
The Annuity Paradox
11/19/2021“the vast majority” of the RIA market has access to annuities, through financial planning software like Envestnet’s MoneyGuidePro. Read More.
Rose Palazzo's New role at Envestnet | MoneyGuide.
11/10/2021Rose Palazzo was featured in LifeYield’s podcast to discuss executing client objectives through integrations, overcoming challenges associated with UMH, and what she’s looking forward to in her new... Read More.
LUMINARIES Class of 2021
11/03/2021MoneyGuide is profiled on slide 23 of the Thought Leadership – Programs, Products, and Services category. Read More.
How to Build an RIA Tech Stack That Gets Results
10/29/2021PreciseFP has pre-built integrations to most popular RIA apps including MoneyGuide. Read More.
Panoramix Launches Pro Version of Its Platform
10/29/2021For more sophisticated and complex client situations, advisors would still turn to integrations with Envestnet | MoneyGuide. Read More.
How Advisors Can Guide a Client's Whole Financial Life
10/21/2021Forward-thinking advisors help clients set short- and long-term goals, and then teach them how they all interact with one another. Read More.
Envestnet Joins Forces With Carson Group To Leverage MoneyGuide
10/17/2021Advisors in Carson Group's ecosystem will soon have access to Envestnet | MoneyGuide's full suite of solutions, from interactive MyBlocks to sophisticated estate planning capabilities offered from... Read More.
Envestnet MoneyGuide’s Tony Leal on the Past, Present and Future of Financial Planning
10/16/2021Tony Leal Featured on Wealthies Circle Podcast by Wealthmanagement.com. Read More.
The Latest Tech News - Carson, Envestnet | MoneyGuide
10/13/2021Carson Group said that it has integrated with Envestnet | MoneyGuide, a financial planning software system. Read More.
Carson Group Integrates With Envestnet | MoneyGuide
10/12/2021Carson Group-affiliated advisors are gaining access to the full suite of MoneyGuide solutions. Read More.
Carson Group and Envestnet | MoneyGuide Join Forces to Empower Advisors to Deliver Trusted Financial Advice
10/11/2021Advisors in Carson Group's ecosystem will soon have access to Envestnet | MoneyGuide's full suite of solutions, from interactive MyBlocks to sophisticated estate planning capabilities offered from... Read More.
Flat Fee Models Can Keep Clients Around Longer: RIA Execs
10/11/2021A September 2020 survey of more than 1,600 advisors by Envestnet MoneyGuide found 38% of the respondents charge a separate fee for financial planning. Of those, 65% charge a flat planning fee,... Read More.
Envestnet: Do Your Clients Need Medicare Plan Support?
10/10/2021Healthpilot is available at no cost to advisors and their clients through integrations with Envestnet | MoneyGuide. Read More.
Envestnet | MoneyGuide Launches My Plan Builder, a Client-Facing On-ramp to Building a Financial Plan
08/02/2021Helping advisors to simplify the process of building a financial plan with clients in MyBlocks Read More.
How Advisors Charge for Planning
07/02/2021Demand for plans—and advisors’ ability to charge for them—is on the rise. In 2020, 55% of clients had a financial plan, up from 48% in 2015, according to a survey by Envestnet-MoneyGuide. Read More.
A Few Key Lessons to Learn From Wealth Managers
06/28/2021Great Waters Financial relies on MoneyGuidePro to deliver their planning services. Read More.
Podcast: A Broth of Financial Services Commentary and Insights
06/21/2021Matt Thomson, Head of Training at MoneyGuide , joined Oyster Consulting's podcast to discuss the challenges financial planners and advisors face in today’s market, and how having Paraplanners can... Read More.
Advisors Embrace Financial Education for Students: Survey
06/18/2021Many advisors have risen to the opportunity to deliver financial education to students as a core component of their business model, according to a new survey from MoneyGuide. Read More.
How to Groom Young Talent
06/14/2021The 40 Under 40 classes, including Soraya Morris, incorporate some type of pro bono or other education feature as part of their practices. Read More.
Soraya Morris Named on the 40 Under 40 list by InvestmentNews
06/07/2021Soraya Morris was featured on this year’s 40 Under 40 list from InvestmentNews! Soraya ranked within the top 30. Read More.
WealthManagement.com Awards
06/01/2021MoneyGuide was named as a finalist in for this year’s New Tools and Features category for Financial Planning. Read More.
Tony Leal Commended as Leading Individual for Service Product Provider
05/21/2021Family Wealth Report posted an exclusive video interview with Tony Leal, who was commended in the Leading Individual for Service Product Provider category at this year’s Family Wealth Report Awards. Read More.
Family Wealth Report Awards
05/06/2021Tony Leal as commended in the Leading Individual (Service product provider) category by the Family Wealth Report Awards. Read More.
3 ways APIs are changing your wealthtech tools
04/26/2021MoneyGuideEngine, an API connection letting enterprise firms build their own planning tools with MoneyGuidePro’s tech under the hood. Read More.
Envestnet | MoneyGuide and Oyster Consulting Collaborate to Help More Firms, Advisors Offer Financial Planning Services
04/20/2021Envestnet | MoneyGuide today announced a partnership with Oyster Consulting to offer paraplanning services to mutual clients. Read More.
MoneyGuide and Practifi integration
04/16/2021As part of the MoneyGuide/Practifi integration, with just a simple click of a button, advisors can, quickly and easily, create and update a client’s key household data in MoneyGuide from Practifi. Read More.
Envestnet Expands Practifi Integration
04/14/2021Financial planning software MoneyGuide will also receive data from Practifi, with client data moving back and forth between the two platforms. Read More.
Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified Advice Platform
04/13/2021Greater Efficiencies & Opportunities for Scale Available to Advisors Through Full Envestnet/Practifi Integration Read More.
Envestnet Acquires Harvest Savings & Wealth Technologies
04/08/2021Automated Savings Technology will Help More Banks Empower Consumers to Start to Build Wealth, Kicking Off Their Financial Wellness Journey Read More.
What’s Cooking at ‘Income Lab’?
04/08/2021Bob Veres and Joel Bruckenstein’s 2020 survey found MoneyGuidePro, which Envestnet owns, had a 28% share. Read More.
Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout
04/05/2021Envestnent acquired IP technology from Apprise and rebranded it MoneyGuide Wealth Studios. Read More.
MoneyGuide, eMoney Roll Out New Decision-Making Features and Metrics
03/31/2021Envestnet | MoneyGuide announced the addition of two new financial planning modules, which it calls “blocks:" one pertaining to loan option considerations and the other the refinancing of current... Read More.
MoneyGuide launches new mortgage tool for financial advisors
03/30/2021MoneyGuide has released a guide to help advisors determine whether their clients could benefit from a mortgage refinance. Read More.
Envestnet | MoneyGuide Launches 'Spend vs. Borrow' and 'Mortgage Refinance' Blocks to Enhance Ongoing Advisor-Client Conversations
03/29/2021MoneyGuide announced the launch of two new blocks – the Spend vs. Borrow Block and the Mortgage Refinance Block – in its MyBlocksSM series. Read More.
T3 and Inside Information Reveal Results of 2021 Advisor Software Survey
03/22/2021MoneyGuidePro has been ranked the #1 Financial Planning Software in the 2021 Advisor Software Survey from T3/Inside Information, Read More.
AdvicePay Introduces Mobile Check Deposit For Enterprise Customers
03/18/2021AdvicePay said it had collaborated with Envestnet MoneyGuide to assist financial advisors with the quicker collection of business-to-business (B2B) payments. Read More.
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech Roundup
03/18/2021Envestnet has acquired technology from fintech firm Apprise Labs in a move Envestnet said was designed to advance its “roadmap to deliver a reimagined client portal experience. Read More.
AdvicePay Introduces Mobile Check Deposit For Enterprise Customers
03/18/2021AdvicePay said it had collaborated with Envestnet MoneyGuide to assist financial advisors with the quicker collection of business-to-business (B2B) payments. Read More.
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
03/16/2021MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning. Read More.
MoneyGuide Partners With Apprise Labs Software
03/16/2021Envestnet announced Tuesday that it had purchased technology from financial planning software company Apprise Labs, Read More.
Envestnet Acquires Apprise Labs' Estate Planning Tech
03/16/2021Envestnet finalized the purchase of Edmond Walters' estate and legacy planning technology, rolling it into MoneyGuide and exiting the joint venture. Read More.
Nationwide Teams With Annexus to Add Indexed Annuity
03/16/2021Nationwide has a partnership with Envestnet's MoneyGuide program, Read More.
Nationwide and Envestnet | MoneyGuide Join Forces to Help Advisors Incorporate Income Solutions into a Financial Plan
03/15/2021Nationwide wholesalers will have access to MoneyGuide, as well as training resources to help advisors and financial professionals better leverage MoneyGuide's retirement income tools and other... Read More.
Envestnet Makes MoneyGuide Available In API Form
02/26/2021MoneyGuideEngine is a suite of APIs that can directly integrate into a financial advisor’s existing technology. Read More.
How rates will continue to impact cash management in 2021
02/26/2021Envestnet Opens up MoneyGuide Algorithms via APIs
02/23/2021RIAs can now use the brains behind Envestnet's financial planning software to make their own products. Read More.
Envestnet | MoneyGuide Launches MoneyGuideEngine - API-Based Financial Planning
02/22/2021The Industry-Leading Financial Planning Software Team Makes its Full Suite of Calculations Available via API; Any Digital Client Experience Can Now Access the Power of MoneyGuide. Read More.
MoneyGuide Offers Access to Proprietary Algorithms
02/22/2021Wealth managers can now gain access to the engine behind MoneyGuide's financial planning software and build their own. Read More.
MoneyGuide's First Integration Helping Advisors Peer Into and Manage Client Cash
02/20/2021Envestnet's widely used financial planning software opens a large door for MaxMyInterest. Read More.
WealthTech Weekly February 15, 2021
02/15/2021Envestnet | MoneyGuide and MaxMyInterest announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution to help them earn... Read More.
Democratizing Financial Planning
02/15/2021InvestmentNews featured Tony Leal on its “3 Questions” video series. He spoke about what’s the next hurdle in democratizing financial planning software. Read More.
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
02/12/2021Cetera will continue to have access to the entire suite of Envestnet | MoneyGuide integrated financial planning tools. Read More.
Envestnet | MoneyGuide Rolls Out MaxMyInterest Integration
02/11/2021MoneyGuide’s integration with MaxMyInterest was featured in ThinkAdvisor’s tech roundup. Read More.
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
02/10/2021Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness. Read More.
Winning against the Race to Zero
02/08/2021In 2020, Envestnet MoneyGuide published the results of a survey of financial advisors. Read More.
Tony Leal Named as a 2021 Icons and Innovators Honoree by InvestmentNews
02/08/2021We’re honored to share that our president, Tony Leal, has been recognized as a 2021 Icons and Innovators honoree by InvestmentNews. Read More.
CFP Board Forms New Commission to Review Sanction Guidelines and Fitness Standards
02/01/2021Joseph M. Miller is noted for being a new 15-member Commission on Sanctions and Fitness. Read More.
CFP Board Reviews Sanction Guidelines
02/01/2021Joseph M. Miller is noted for being a new 15-member Commission on Sanctions and Fitness. Read More.
RIAs see big revenue windfall as planning fees soar, survey says
01/15/2021The countertrend to fee compression in investment management takes hold as planning software proliferates; advisors find courage to charge for a freebie and investors learn to appreciate plans. Read More.
More Advisors Are Charging Separate Financial Planning Fees. Here’s Why
01/14/2021Advisors are increasingly charging separate fees for their financial planning work, driven by a range of factors from improved payment processing to a desire for more stable revenue streams. Read More.
Envestnet MoneyGuide Survey Finds Hourly, Fixed Advisory Rates Surging Since 2015
12/26/2020Based on the survey results, financial planning services are on the rise, with many advisors charging a fee for their services, and these fees have steadily increased over the last five years. Read More.
Tony Leal: We learned to redefine what it means to be prepared
12/22/2020We learned to redefine what it means to be prepared. The COVID-19 pandemic accentuated the need for basic financial knowledge around budgeting, savings and risk management that an individual can... Read More.
TruChoice Announces Strategic Alliance with Jackson
12/20/2020Like Jackson, TruChoice has a presence on FIDx, which powers the Envestnet Insurance Exchange and MoneyGuide Protection Intelligence. Read More.
Advisors' Flat Fees Are Surging, Envestnet | MoneyGuide Finds
12/10/2020Fees for financial planning are on the rise at the same time more people are looking for help managing their finances, according to a survey by Envestnet | MoneyGuide released today. Read More.
PreciseFP Integrates With AdvicePay
12/09/2020AdvicePay has had a busy year, having announced an integration with Envestnet | MoneyGuide. Read More.
Many More FAs Charging for Financial Planning; Fees Sharply Higher
12/07/2020Envestnet MoneyGuide says far more financial advisors are charging fees for financial planning than just three years ago — and those fees are going up. Read More.
Spotlight on the Team: Shane Meares
12/04/2020MoneyGuide Pro was briefly mentioned in Mission Wealth’s spotlight of a senior client advisor associate who selected MoneyGuide Pro as the financial planning software for key clients. Read More.
Fee-Driven Financial Planning Gains Ground - Study
12/04/2020The white paper tracks trends in financial planning, the rise of fees and the structure of charges that wealth managers have brought out since 2015. Read More.
Envestnet | MoneyGuide's Latest Advisor Survey Finds Financial Planning Services, Fees on the Rise
12/03/2020Percentage of advisors charging a flat fee, commission, or percentage fee based on AUM for financial planning has jumped to 72%, up 8% from 2017 Read More.
When The Wealthtech Rubber Meets the Road Podcast
11/30/2020Plan Analytics gives advisors some identification of clients that are missing certain things, missing goals or missing tools, missing insurance, whatever they are that they can then call them and... Read More.
The latest in financial #AdviserTech — November 2020
11/18/2020Envestnet shifts MoneyGuide to its product distribution roots with new premium analytics to help spot opportunities for (product sales to) clients. Read More.
Donna Peeples Joins Envestnet’s Executive Leadership Team as Chief Relationship Officer
10/28/2020Envestnet, Inc. announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship... Read More.
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
10/27/2020MoneyGuide is also developing two new blocks which are currently in beta-testing—the Goal Block and Spend vs. Borrow Block. Read More.
Citywire RIA Tech Tools Guidebook
10/26/2020MoneyGuide allows advisors to create goals-based financial plans that include risk management, asset allocation plans, and lifetime income plans with Monte Carlo simulations. Read More.
Tech talk: MoneyGuide adds premium features to plan analytics tool
10/22/2020MoneyGuide is launching a premium version of its Planning Insights tool which includes three new features that the advisor technology firm says will enhance the data sifting and visualization... Read More.
MoneyGuide Launches New Analytics Features
10/21/2020The add-on is available for all tiers of MoneyGuide subscribers and gives users access to weekly auto-updates of a plan’s probability of success, along with a list of actionable items related to... Read More.
Envestnet Adds 3 Premium Features to its Plan Analytics Tool for Advisors
10/21/2020Envestnet | MoneyGuide added three new features to its Plan Analytics tool that sift and sort data for advisors, saving them time while also revealing opportunities that may have otherwise gone... Read More.
Envestnet | MoneyGuide Now Offering Premium Version of Plan Analytics
10/21/2020nvestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of the current version to the next level. Read More.
Envestnet MoneyGuide to Launch Premium Version of Plan Analytics
10/19/2020Envestnet MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the impressive data sifting and visualization capabilities of the current version to the next level. Read More.
The 5 most important retirement questions
10/12/2020Joe Miller shares the top three retirement questions that clients most often ask advisers, as well as two that advisers say are just as important. Read More.
The New Definition Of Being Prepared
09/11/2020Tony Leal authored an article on the three ways that financial planning is being reshaped in the post-pandemic world. Read More.
FIDx & Envestnet | MoneyGuide Forge Partnership to Make Annuities Available Directly From Financial Plans
09/01/2020Integration Enables MoneyGuide Users to Access Annuities From Within Financial Plans to Help Meet Client Retirement Needs Read More.
Envestnet launches annuities on MoneyGuide platform
08/31/2020MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face Read More.
LPL Embraces Financial Planning
08/19/2020The decision worth considering is how to charge for planning .IIn January, the firm linked MoneyGuide to its ClientWorks platform, Read More.
Coronavirus Fears Accelerate WealthTech Innovation
08/07/2020Clients are facing the pandemic by reevaluating early retirement, and even their own life expectancies. Technology providers are responding. Read More.
MoneyGuide bolts on analytics in bid to become one-stop planning shop
07/30/2020Tony Leal, president of Envestnet MoneyGuide, said RIA clients can expect data analytics to fuel stronger financial planning tools. Read More.
Envestnet Rolls Out Free Plan Analytics Tool
07/30/2020Envestnet MoneyGuide will provide free plan analytics to MoneyGuide clients. Read More.
Giving Back: Lessons in Mentorship from Soraya Morris
07/30/2020Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry. Read More.
How Covid-19 Will Transform the Industry
07/30/2020Technology from MoneyGuide and other providers already allows advisors and clients to collaborate on financial plans and go over performance reports during videochats. Read More.
Envestnet MoneyGuide rolls out free data analytics tool for advisers
07/29/2020The tools are available with no additional cost and include overviews of client segmentation, plan detail analytics based on age and goals, as well as exportable excel master grids. Read More.
Envestnet | MoneyGuide Launches New Planning Insights Tool via Envestnet Analytics
07/28/2020MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide. This new service will be integrated into MoneyGuide and will provide analysis of planning... Read More.
Personalized and Frequent Contact Is What Clients Want Now
07/23/2020Personalized advice is the real driver of value for clients, In our research, 75% of clients said they want their advisor to send updates that are personalized, specifically, news articles,... Read More.
AdvicePay, MoneyGuide Partner To Help Clients Collect Pay
07/12/2020Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Read More.
AdvicePay Integrates With Envestnet | MoneyGuide
07/10/2020Advisor-focused fee payment processing platform AdvicePay completed a single sign-on integration with financial planning service Envestnet | MoneyGuide. Read More.
AdvicePay and Envestnet | MoneyGuide Announce Technology Integration
07/10/2020Through an innovative single-sign-on integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning . Read More.
In coronavirus economy, financial advisers telling clients these 3 key things
05/13/2020Tony Leal shares with FoxBusiness three pieces of advice advisers are sharing with clients to calm fears amid the current market climate. Read More.
MoneyGuide Updates Client Portal for Age of Social Distancing
05/05/2020Clients will now be able to do screen-sharing, co-browsing and one and two-way video with their advisor over a remote connection within the tool. Read More.
Envestnet | MoneyGuide Enhances Client Portal with Virtual Plan Sharing to Support Advisors' Digital Client Engagement
05/05/2020Clients and Advisors Can Now Connect Via One and Two-Way Video During Portal Sharing, Bringing a Human Element to On-Screen Collaboration. Read More.
Bridge Financial Technology and Envestnet | MoneyGuide Announce Data Integration & Partnership
05/01/2020The robust integration between the leading financial planning software and Atlas, Bridge’s flagship portfolio management software, simplifies the advisor experience by optimizing the flow of data... Read More.
The Need for Planning—Not Just Advice—Is Clear
04/28/2020Because retirement plan sponsors are not likely to offer their participants access to an adviser who will create a comprehensive financial plan, MoneyGuide has created financial planning software... Read More.
When ‘Hold Tight’ Is Not Enough — What Advisors Are Saying Now
04/27/2020Advisor stress-tests clients’ investments by using Riskalyze and MoneyGuide Pro to show clients how their financial position would fare in situations such as the Great Recession and the early 2000s... Read More.
eMoney Founder Unveils Latest Estate And Legacy Planning Software
04/15/2020Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business. Read More.
3 Questions With Tony Leal Of Envestnet
04/13/2020Since financial plans are never “done” and change as people change, modern consumers must have on-demand access to their financial plan in real-time. Read More.
How Financial Planning Can Help Clients Sleep At Night
04/13/2020Tony Leal shares how modern financial planning applications can be a key tool for reassuring clients during unpredictable times. Read More.
Coronacrash Advisor Perspectives
04/09/2020Through Money Guide Pro, we’ve been able to reconstitute client long term retirement income and goal plans while providing reassurance in a way that extracts the loud noise of market fluctuations. Read More.
Envestnet Offers Complimentary Access to MyBlocks™ Planning Tool by MoneyGuide
04/08/2020Advisors within the financial services community can make MyBlocks available for free to clients and prospects for the next 90 days. Read More.
New Tax Planning Tool Helps Advisors Enhance Retirement Plans to Fit Client Goals
04/03/2020Just-released feature from Envestnet | MoneyGuide lets advisors offer more personalized advice and educate clients on strategies to help mitigate tax burdens during retirement. Read More.
Tech talk: MoneyGuide does taxes
04/03/2020MoneyGuide's new tax planning feature is rolled out amid a surge of inquires about SECURE Act implications. Read More.
Envestnet | MoneyGuide Releases Tax Planning Feature to Enable Advisors to Enhance Retirement Plans Based on Client's Goals
04/02/2020New Feature Helps Advisors Offer More Personalized Advice and Educate Clients on Strategies to Help Mitigate Tax Burdens During Retirement. Read More.
Laidlaw & Company enhances their Wealth Management offering with Envestnet | MoneyGuide
03/11/2020Laidlaw Wealth Management will provide their advisors with access to MoneyGuidePro®. Read More.
Integrations, AI Are Needed For Fintech To Really Save Advisors Time
03/09/2020Integration with Envestnet MoneyGuide enables seamless data flow between the MoneyGuide’s financial planning tool and LPL’s ClientWorks, which makes advisors’ work easier and more efficient. Read More.
Integrations and AI Help WealthTechs Save Advisors’ Time
03/03/2020Integration with Envestnet MoneyGuide enables seamless data flow between the MoneyGuide’s financial planning tool and LPL’s ClientWorks, which makes advisors’ work easier and more efficient. Read More.
Innovations and Threats in Focus at T3 Event
03/03/2020MoneyGuide remains in the top spot in the financial planning category. Read More.
The Key Takeaways from the T3/Inside Information Technology Survey
03/02/2020The financial planning category was led by Envestnet’s MoneyGuidePro (used by 26.07% of the respondents) . Read More.
How Can Technology Make It Easier?
03/02/2020Envestnet Money Guide Chief Growth Officer Kevin Hughes outlines how technology can improve planning for an advisor's entire book of business, how to create cost effective engagement strategies for... Read More.
Apprise Updates Launch Plans, Hints At Enterprise Deals
02/20/2020The joint venture between Edmond Walters, Envestnet and MoneyGuide has a scheduled launch date of March 2020. Read More.
Live from T3
02/19/2020Kevin Hughes and Tony Leal of MoneyGuide introduced the latest improvements to MoneyGuide Blocks. Read More.
LPL Says Tech Update Makes It 'Easier to Turn Prospects Into Clients
02/19/2020The independent broker-dealer explains how a new integration has improved its ClientWorks advisor platform. Read More.
LPL Adds Envestnet’s MoneyGuide to FA Platform
01/13/2020Envestnet MoneyGuide has partnered with LPL Financial to integrate the two firms’ platforms for financial advisors. Read More.
Opportunity to Grow
01/11/2020Right now, for comprehensive planning, MoneyGuide and eMoney are still superior. Read More.
LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration
01/09/2020A leading financial planning solution is the newest ClientWorks Connected partner, expanding choice and making it easier for LPL advisors to deliver personalized advice. Read More.
LPL Makes MoneyGuide Available in ClientWorks
01/09/2020MoneyGuide will be the third financial planning tool available on ClientWorks, alongside eMoney and LPL's free application Client Goals. Read More.
LPL integrates Envestnet MoneyGuide with ClientWorks
01/09/2020LPL Financial is integrating Envestnet MoneyGuide with ClientWorks Connected, improving the data flow between the popular financial planning software and LPL’s brokerage platform. Read More.
LPL plans more deep integrations after MoneyGuide build
01/09/2020PL Financial adapted Envestnet | MoneyGuidePro into its main digital desktop, opening up access to a top financial planning software to some 1,100 advisors on its platform. Read More.
2020 Market Forecast
12/27/2019In the 2020 Market Outlook, President, Tony Leal, offers his insight on adopting planning technology that not only resonates with Gen X and Millennial heirs, but also complements you as the advisor. Read More.
Envestnet | MoneyGuide Empowers Advisors at Buckingham Wealth Partners to Deliver New Levels of Financial Wellness to Their Clients with its Advanced Planning Solution - MoneyGuideElite
12/12/2019Envestnet | MoneyGuide announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Read More.
Tech Survey: Advisors' favorite tech tools
12/01/2019According to Financial Planning’s 2019 Tech Survey, just over one in 10 advisors uses a digital investment tool. Read More.
MoneyGuide No Longer Exists in a Vacuum
11/26/2019MoneyGuide's Kevin Hughes talks about the future of the firm following its acquisition by Envestnet. Read More.
To move advisers into the future, adoption is the new innovation
11/22/2019Industry leaders discuss how to help advisers embrace new technology and service models. Read More.
Envestnet | MoneyGuide Expands MyBlocks To Help Advisors Get to Know Their Clients Better and More Efficiently
11/21/2019Envestnet | MoneyGuide announced the expansion of MyBlocks with the addition of four new blocks – Financial Goals, Financial Concerns, Retirement Expectations and Retirement Concerns. Read More.
MyBlocks’ Captivating User Interface Revolutionizes Prospecting and Client Engagement
11/15/2019Envestnet MoneyGuide’s Chief Growth Officer, Kevin Hughes, and President, Tony Leal, talk about MyBlocks, the company’s latest addition to its financial wellness ecosystem and how the revolutionary... Read More.
Envestnet | MoneyGuide Joins Advisor Innovation Labs' Platform, Improving Client and Advisor Relationships and User Experience
11/14/2019Envestnet | MoneyGuide announced it has joined the Advisor Innovation Labs (A.I. Labs) platform, expanding the company's reach to advisors across the industry. Read More.
Envestnet | MoneyGuide Introduces 5 Blocks, Powered by Yodlee Financial Data, With Plans for Tamarac Integration
11/04/2019Envestnet further enhances its unified advice platform to improve advisor-client engagement and help make financial wellness a reality for everyone. Read More.
Envestnet | MoneyGuide and Riskalyze Expand Partnership Launching The Risk Number® Block
10/02/2019The most recent addition to MyBlocks provides a seamless connection from Riskalyze to the MoneyGuide suite. Read More.
Envestnet MoneyGuide Adds Riskalyze, College Planning to MyBlocks
10/02/2019The Kickoff block will help high-school aged children of clients prepare to pay for higher education. Read More.
MoneyGuide adds LoanBuddy integration for Single-Sign-On
10/01/2019LoanBuddy has released a new single-sign-on (SSO) integration with Envestnet | MoneyGuide making it the first financial planning software to integrate with LoanBuddy. Read More.
American families can save on "stacking" life insurance options via online solution from Legal & General America and Covr Financial Technologies
09/19/2019The newest version of MoneyGuide integrated into Covr's digital insurance platform provides the ability for financial advisors to dynamically plan for clients' changing life insurance needs over time. Read More.
Fintechs provide software to financial planning programs to grow future business
08/29/2019Having next-gen advisers advocating the tech to established firms could help providers gain market share. Read More.
Covr Financial Technologies and Envestnet MoneyGuide Expand MoneyGuideElite Collaboration for Financial Advisors
08/27/2019The newest version of MoneyGuide integrated into Covr's digital insurance platform provides the ability for financial advisors to dynamically plan for clients' changing life insurance needs over time. Read More.
Envestnet, Covr Financial Launch New Insurance Tools
08/27/2019Financial advisors gain the ability to more easily analyze clients' life insurance needs over time, according to the two firms. Read More.
Envestnet | MoneyGuide and Jackson Announce Strategic Integration Highlighting Value of Annuities Within Comprehensive Wealth Management Plan
07/31/2019New income strategy tool from the creators of MoneyGuidePro® allows advisors to demonstrate the value a lifetime income solution can bring to a client's overall financial plan Read More.
Envestnet | MoneyGuide and Jackson Announce Strategic Integration Highlighting Value of Annuities Within Comprehensive Wealth Management Plan
07/31/2019New income strategy tool from the creators of MoneyGuidePro® allows advisors to demonstrate the value a lifetime income solution can bring to a client's overall financial plan Read More.
RIA tech news: Envestnet MoneyGuide upgrades tools and more!
07/25/2019From MoneyGuide's first new tool since its big deal to HiddenLevers' data protection pledge, Citywire has you covered. Read More.
Envestnet MoneyGuide Releases MyBlocks, a Financial Wellness Ecosystem for Advisors to Prospect, Onboard, and Engage Clients
07/23/2019MyBlocks is a revolutionary, digital client engagement tool that is transforming not only the way advisors motivate clients to achieve financial wellness, but also how advisors define advice. Read More.
MyBlocks Digital Tool Covers Various Financial Wellness Topics
07/23/2019It enables advisers to engage prospects and clients of all ages and financial backgrounds and to use the registration information to turn prospects into clients. Read More.
Envestnet Announces Improvements to MoneyGuide's MyBlocks
07/23/2019The enhancements include improved connectivity with Redtail and a MoneyGuide spin on Yodlee account aggregation. Read More.
Envestnet MoneyGuide Expands MyBlocks Tool for Advisors
07/23/2019Envestnet MoneyGuide expanded and enhanced its MyBlocks financial wellness ecosystem that the company said enables advisors to engage clients and prospects of all ages and financial backgrounds. Read More.
Envestnet/MoneyGuide Launches MyBlocks Digital Marketing
07/01/2019In their first release since coming under the Envestnet umbrella, MoneyGuide is about to launch a new digital marketing feature specifically designed for independent RIAs. Read More.
Envestnet Completes Acquisition of PIEtech®, Inc., Creator of MoneyGuide Financial Planning Applications
04/29/2019Powhatan's PIEtech to be acquired in $500 million deal
04/11/2019PIEtech is focused on helping individuals control their financial future and security by planning for it. MoneyGuide solutions – including MoneyGuideOne, MoneyGuidePro® and MoneyGuideElite – are... Read More.
PIEtech, Inc.® Announces MoneyGuideElite is Now Live
04/09/2019PIEtech® today announced the official launch of their newest product to the MoneyGuide suite – MoneyGuideElite ("Elite"). Elite enables advisors to illustrate income distribution, analyze the... Read More.
How can advisers continue to differentiate in an increasingly digital world?
04/09/2019"Most technology is available to any adviser at a reasonable price," said Ryan Marshall, a partner with ELA Financial Group. "We use MoneyGuidePro, Morningstar and Riskalyze and so can everyone else." Read More.
Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications
03/14/2019Acquiring industry leader in goals-based financial planning tools accelerates Envestnet’s fulfillment of its vision for enabling Financial Wellness. Expected to be immediately accretive to adjusted... Read More.
Oranj Delivers Award-Winning Account Aggregation and More to MoneyGuide Users for Free
03/13/2019New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts Read More.
MoneyGuidePro: Financial Planning is Never Static
02/26/2019The idea behind their product is evolving financial goals with life events and changes. Financial planning is never a static process. People’s concerns and life priorities change constantly, which... Read More.
Envestnet and PIEtech Announce Partnership with Apprise Labs
01/30/2019Software companies collaborate on advanced tax, legacy and estate planning capabilities Read More.
PIEtech Unveils Slimmed-Down Version of MoneyGuidePro
01/16/2019MoneyGuideOne is a "lighter," less-expensive iteration of the firm's popular planning software; on the opposite end, a more feature-rich MoneyGuideElite is coming soon. Read More.
PIEtech, Inc. ® Expands its MoneyGuide Platform to Meet Different Advisor Needs, Adds Two Powerful New Financial Planning Solutions
01/15/2019MoneyGuide launches two new financial planning products
01/15/2019MoneyGuideOne will provide a simpler, more cost-effective technology option, while MoneyGuideElite is designed for advanced users offering more sophisticated plans Read More.
LPL’s ClientWorks Adds Envestnet MoneyGuide
01/10/2019MoneyGuide becomes the latest tech solution to integrate with LPL’s platform. Read More.
MoneyGuidePro Takes on Financial Planning Industry Challenges
11/14/2018MoneyGuidePro Chief Growth Officer Kevin Hughes discusses company news, including the upcoming Blocks product and recently launched G5 update, as well as how the company is addressing challenges in... Read More.
Asset-Map and PIEtech Complete Strategic Integration
10/23/2018Integration of MoneyGuidePro data into Asset-Map's visualization software allows financial advisors to engage clients with more organized, illustrative financial plans Read More.
MoneyGuidePro integrates with planning software Asset-Map
10/23/2018Financial planning platform MoneyGuidePro has integrated with visual financial plan software Asset-Map. Read More.
The evolution revolution of financial advice
10/22/2018Moving from the yellow legal pad to the cloud has been a journey for most advisors. Chip Petty of MoneyGuidePro offers a road map for success. Read More.
Annuities meet planning software in MoneyGuidePro update
09/13/2018New features include health care planning tools and cash reserve buckets. Read More.
MoneyGuidePro Launches G5
09/13/2018Four major features added, including better support for health care and life insurance needs. Read More.
PIEtech, Inc. Unveils Fifth Generation of MoneyGuidePro, G5, for Financial Advisors
09/12/2018Next generation platform allows advisors to do more with planning around health care, life insurance and more Read More.
MoneyGuidePro releases fifth generation financial planning tool
09/12/2018PIEtech's popular software helps advisers estimate health care costs, create more complex life insurance scenarios and run performance projections on assets held away Read More.
Third Time’s the Charm for MoneyGuidePro, Wealth Access
08/07/2018The latest integration between MoneyGuidePro and WealthAccess includes a single sign-on. Read More.
PIEtech® and Wealth Access Announce Strategic Integration Enabling Full Data Sync and Additional Enhanced Capabilities
08/07/2018Integration enables ease of use for both advisors and clients bringing MoneyGuidePro’s financial tools directly into the Wealth Access client portal. Read More.
PIEtech® Awarded Top Workplaces Award for Third Year in a Row
05/06/2018The creator of MoneyGuidePro® received three distinct awards at the Richmond Times-Dispatch Top Workplaces awards program. Read More.
PIEtech Inc. created an internship program for a dual specialist in financial planning and software development
05/04/2018Now with 143 employees, the fast-growing company is focused on having experts to fill future needs. The company hires about nine college interns per summer, she said. The internship program “primes... Read More.
Cetera Financial Institutions Integrates Web-Based Insurance Portal with Leading Financial Planning Software to Support Advice-Centric Experience(TM) Model
04/26/2018Integration of MoneyGuidePro© with Insurance Purchasing Portal Developed with COVR Enables Seamless Implementation of Insurance Solutions in Financial Planning Process Read More.
65 employers in Richmond region named as Top Workplaces
03/04/2018Here are the 65 companies that have been selected as best workplaces in the Richmond region. The list is alphabetized and are based on company size: Read More.
The Changing Environment of Financial Planning
02/26/2018Kevin Hughes, EVP, Sales at PIEtech, creator of MoneyGuidePro, discusses the changing landscape of the financial planning industry. Read More.
Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint
02/14/2018The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new features and... Read More.
MoneyGuidePro’s Hughes: The Rise of Blocks
02/13/2018This year is a year of development at MoneyGuide Pro and that begins with Blocks. The company plans to integrate a series of apps to bring advisers closer to their clients by providing real value to... Read More.
At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins
02/12/2018The battle between eMoney and MoneyGuidePro to own the future of financial planning software burst into view at T3's advisor conference, this year held at Marriott Harbor Beach Resort & Spa in Fort... Read More.
MX® and MoneyGuidePro® to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options
02/07/2018Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage their financial lives. The MX® add-on... Read More.
Financial Freedom by PIEtech, Inc. Helps Clients Budget and Manage Debt
12/21/2017PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt issu… Read More.
MoneyGuidePro is #1 in the financial planning category for a 10th straight year.
12/01/2017Two financial planning software tools stood out among respondents. Thirty-one percent of those surveyed use MoneyGuidePro while 24% use eMoney. Read More.
Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help
11/09/2017At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. A new application, Bliss from MoneyGuidePro, can help avoid some of the... Read More.
MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement
11/06/2017Proprietary research conducted by PIEtech℠ showed that 95% of consumers recommended creating a financial plan. Yet, only 10% had ever created one and, in most cases, it was informally created... Read More.
MoneyGuidePro’s Curtis: Creating opportunities (and solutions) for advisers
11/02/2017How can big data add value to your practice? Bob Curtis of MoneyGuidePro says advisers have become enamored with data, but humans need other humans when it comes to financial advice. Read More.
MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement
10/30/2017PIEtech's new consumer engagement software release offers interactive solutions for advisors to help consumers start planning, no matter where they are in their financial planning journey. Read More.
Most popular adviser software by category
10/27/2017About 82% of advisory firms use financial planning software and 35% of the market is using PIETech Inc.'s [MoneyGuidePro] product. Read More.
PIEtech℠, Creator of MoneyGuidePro®, Recognized for Research on Stress in Financial Planning
10/16/2017WealthManagement.com awarded PIEtech℠ the top spot for Technology Provider Thought Leadership. Read More.
The Industry's Best Honored At 2017 Wealth Management Industry Awards
10/12/2017Forty-three different companies took home awards at the Wealthies, which celebrate excellence in serving financial advisors. Read More.
Weekly WealthTech Report: RIA in a Box Wins Best in Show at Fuse
09/15/2017Also this week: Envestnet Yodlee wins at FinovateFall, Riskalyze integrates with MoneyGuidePro, and InvestCloud launches Synergy. Read More.
MoneyGuidePro® and Riskalyze Integration Helps Advisors and Their Clients Bridge the Risk Gap
09/12/2017Incorporating the Risk Number® into the industry’s leading financial planning software will add depth to an already strong best-interest solution while better addressing clients’ needs. Read More.
Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017
09/05/2017Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for enterprises, which is specifically... Read More.
Professional to Personal: CliftonLarsonAllen Teams with MoneyGuidePro® to Provide Clients with Greater Holistic Servicing
07/24/2017PIEtech, Inc. (Powhatan, VA) – CliftonLarsonAllen (CLA), a leading professional services firm, has teamed with PIEtech℠, the creator of MoneyGuidePro® – the leading financial planning software, to... Read More.
The Evolution Of The Advisor Platform
07/05/2017Three firms are bringing distinctly different custodian approaches to advisor technology. Read More.
Fintech Firms Offer Inexpensive Insights on Valuation
06/01/2017For advisors curious about how much their firms might be worth, two companies have come up with solutions: Truelytics has rolled out a free valuation tool, while 3xEquity has enhanced its valuation... Read More.
CarMax, T-Mobile, Commonwealth Eye, PIEtech judged top workplaces in Richmond area
05/04/2017Powhatan County-based PIEtech won a Sterling Award for the first time. With 129 employees, the company was the top workplace for mid-sized firms with 125 to 399 employees. Read More.
RBC Correspondent Services and RBC Advisor Services launch new wealth management technology platform
05/02/2017RBC BLACK offers integrated access to the technologies of five leading financial services providers Read More.
Why Financial Advisors Need To Be Coaches
04/06/2017Four coaching skills that can help advisors keep clients on track toward achieving their financial goals. Read More.
Tony Leal Named President At MoneyGuidePro Parent PIEtech
03/27/2017Tony Leal, chief technology officer of MoneyGuidePro parent PIEtech, has been named to the additional role as president of the Richmond, Va.-based manufacturer of financial planning software. Read More.
Trust Company of America Integrates with MoneyGuidePro, the Industry's Leading Financial Planning Software
03/22/2017The integration with Trust Company of America further supports MoneyGuidePro's commitment to helping advisors become more efficient and proactive in their planning approach... Read More.
5 ways to build quality financial plans amid DOL fiduciary rule uncertainty
02/27/2017The firms and advisers that are able to embrace the shift from a sales culture to one comprised of goals-based planning will thrive. Read More.
The Greatest Robo Advisor Of All Time
01/25/2017What do four of the five firms with the biggest robo-advisors -- Financial Engines, Vanguard, Schwab and Betterment -- have in common? In the last 18 months, they've all started hiring human... Read More.
Trump's Win Means Little for Retired Clients
01/25/2017Advisors are telling clients to stay the course after Trump's win, RBC Wealth Management partners with MoneyGuidePro and Apex Clearing adds Smartleaf rebalancing technology. Read More.
RBC Wealth Management-U.S. kicks off series of investments in holistic wealth planning with roll-out of MoneyGuidePro®
01/24/2017By the end of January, all 1,800 of RBC Wealth Management's U.S.-based advisors will gain access to RBC WealthPlan, a customized version of PIEtech's innovative MoneyGuidePro® wealth planning... Read More.
The emerging technologies to watch out for in 2017 and beyond
01/18/2017The wealth landscape is changing quickly as new technologies are developed. Summarised here are the top advisory world technology trends for 2017 that will make life easier for you and help nurture... Read More.
Redtail vs Salesforce FSC: Which is the best CRM for Financial Advisors?
01/17/2017Customer Relationship Management (CRM) software that is fully-integrated into a firm’s infrastructure can be an incredibly powerful tool. It is just one of a wide array of financial technology... Read More.
New Tools to Prove You Acted as a Fiduciary
01/16/2017This article, the first of two parts, is a review of some of the more prominent new tools that advisors can lean on as they prepare for the full DOL rule implementation on April 10. Each of them... Read More.
Making 2017 Your Best Year Ever
01/03/2017Because it’s human nature to improve, every year about this time many financial advisors wonder, “How can I make this my best year ever?” Here are a few ideas to help you achieve that goal. Read More.
Financial Planning's 2017 Tech Roundup
01/02/2017Which adviser tech delivers the best ROI? The 'bread-and-butter' technology
12/08/2016Savant Capital Management Featured in New Book about Financial Planning in a Post-DOL Environment
12/01/2016The tech game is changing, so are the players
12/01/2016Senator Tells DOL to Stop Implementing Fiduciary Rule as It Will Be 'Undone'
11/30/2016Seismic moves for digital wealth management
11/30/20166 Parts of a DOL-Friendly Financial Plan
11/29/2016Kevin Knull, president of PIEtech, creators of MoneyGuidePro, tells ThinkAdvisor what fiduciary advisors need to know about their clients. Read More.
Make clients feel like it's their financial plan, not yours
11/22/2016FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
11/16/2016New fintech tools for DOL fiduciary rule launched despite questions of a Trump delay
11/16/2016PIEtech℠, Inc. Unveils Integration with MX for Aggregation and Personal Financial Management Functionality
11/03/2016Award winning aggregation provider soon to be available to MoneyGuidePro® subscribers. Read More.
PIEtech℠, Inc. Announces Exclusive Relationship with Milliman Financial Risk Management to Offer Retirement Income Security Module in MoneyGuidePro®
11/03/2016PIEtech℠, Inc. and Milliman join forces to help better prepare firms and advisors for a Best Interest Standard. Read More.
PIEtech℠, Inc. to Complete Deep Integration With Riskalyze Creating the Most Powerful Client Risk Analysis Experience
11/03/2016Coupling the industry’s leading financial planning software with the leading risk profiling tool will help advisors comply with DOL while serving clients better. Read More.
PIEtech℠, Inc. and Covr Financial Technologies Collaborate to Streamline the Implementation of Insurance in MoneyGuidePro®
11/03/2016Combining the power of MoneyGuidePro®, the industry's leading financial planning software, and Covr's digital personal insurance platform, PIEtech and Covr have come together to address risks that... Read More.
2016 Winner: PIEtech
11/02/2016PIEtech, Inc. is the winner of the Technology Providers—Financial Planning category. Read More.
New book offers advice on how to navigate the post-DOL rule world
10/26/2016PIEtech℠, Inc. Crowdsources the Definition of Good Advice with the Release of a New Book to Help Financial Advisors and Investors Navigate the Post-DOL World
10/20/2016Envestnet | Tamarac Offers Goals-Based Reporting in Advisor View™ & Client Portal
10/20/2016PIEtech℠ – Receives WealthManagement.com Award for myMoneyGuide® Planning Experience
10/07/2016Fourteen Big Ideas From Top WealthTech Executives
10/04/2016PIEtech℠ – Adding Bench Strength to Help Financial Advisors
10/03/2016Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2016
09/30/20162016 Wealth Management Award Winner
09/29/2016PIEtech℠, Inc. Receives the Advisor Satisfaction Award for the Third Year in a Row
09/27/2016The Critical Error This Industry Is Making
09/15/2016PIEtech℠, Inc. Releases New Version of Client Initiated Financial Planning Solution – myMoneyGuide®
07/21/2016The newest version of myMoneyGuide®, is poised to help even more consumers develop financial plans to meet their retirement goals. Read More.
PIEtech℠, Inc. Releases Best Interest Scout™ – the First Tool Available to Help Firms Meet the DOL/Best Interest Standard Requirements
07/21/2016The creator of the leading financial planning software, MoneyGuidePro®, released today a scalable, stand-alone discovery tool to help broker/dealers, banks, registered investment... Read More.
PIEtech℠, Inc, Creators of MoneyGuidePro®, Share DOL Opinion Letter from Expert Law Firm to Help Advisors
06/29/2016In an unprecedented move, PIEtechsm, Inc. the creators of MoneyGuidePro®, have released a legal opinion letter from The Wagner Law Group related to the new Department of... Read More.
The Richmond Times-Dispatch Names PIEtech℠, Inc. a Winner of the Greater Richmond Area 2016 Top Workplaces Award
06/06/2016PIEtech, Inc. Awarded BISA 2016 Technology Innovation Award
05/16/2016PIEtech, Inc. Introduces an Efficient Co-Creation Experience for Quality Financial Plans
04/28/2016MoneyGuidePro: A New Version Rockets Out of the Gate
04/18/2016PIEtech, Inc. Releases 4th Generation of MoneyGuidePro - Helping Firms Deliver Higher Quality Plans in a Scalable Manner
04/18/2016MoneyGuidePro® (PIEtech, Inc.) is Advisors’ Pick for Eighth Straight Year
01/13/2016MoneyGuidePro Signs Enterprise Contract with XY Planning Network
11/11/2015PIEtech, Inc. Announces Question for Holy Grail – A Quality Financial Plan for Everyone
11/02/2015MoneyGuidePro Releases Groundbreaking myMoneyGuide to its Subscribers
10/22/2015PIEtech's myMoneyGuide—Financial Planning for The Masses?
10/22/2015MoneyGuidePro Accepts Veo Integrated Award
10/15/2015MoneyGuidePro Introduces Curt Olson, Head of Institutional Sales Division
10/08/2015MoneyGuidePro Announces 3-Day Workshop in Association with FA Magazine and Bachrach & Associates, Inc.
09/17/2015MoneyGuidePro selected to participate in LPL Financial’s new Vendor Affinity Program
08/25/2015InvestmentNews: MoneyGuidePro is the most popular financial planning software used by financial advisers
08/17/2015TD Ameritrade Institutional Names Advyzon, Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated Awards
06/23/2015Wealth Access integrates with MoneyGuidePro
03/03/2015TD Ameritrade Institutional launching Veo One dashboard for advisers
01/29/2015MoneyGuidePro® Launches Personal Financial Management, Powered by Yodlee®
01/08/2015Catch and ride the next wave in financial advice: Clients expect their advisers to use technology to make their lives easier
01/07/2015Acknowledge the Elephant
12/01/2014Beating Robos at their Own Game: Advisors Fight Back
11/13/2014MoneyGuidePro Launches Revolutionary Approach to Advice Delivery, Investor Education and Advisor Marketing
11/11/2014MoneyGuidePro Expands Integration with Schwab OpenView Gateway
11/05/2014Short and Sweet
11/03/201410 Best: Ways to Save Money
10/23/2014Junxure Enhances its Cloud CRM
10/22/2014AdviceIQ: Money Lessons from Baseball
10/19/2014Millennials Can Be a Boon to Your Business
10/12/2014New United Capital Platform Digitizes Planning Advice
10/07/2014Scottrade Retools Custodial Platform as it Works to Bolster its Numbers
10/02/2014The Current RIA Technology and Integration Landscape
09/23/2014Do You Speak Social Security?
09/22/2014AdvisoryWorld and Orion Advisor Services Announce Enhanced Integration
09/10/2014Tech Update: What the Big Custodians Now Offer
09/02/2014Retirement Special: Planning for the New Old
09/02/2014PIEtech Inc. is named one of the 2014 Best Places to Work in Virginia
08/27/2014What to Look for When Pricing a CRM
08/26/2014Smart Ways to Set Safe Withdrawal Rates
08/25/2014PIEtech, Inc. Selects Jester Financial Technologies to Supply Healthcare Costs for Inclusion in MoneyGuidePro
08/19/2014Ready for prime time: Advisers get into launching their own video series
08/11/2014What Tidbits Jumped Out of Schwab’s Business Update to Wall Street
08/04/2014Things That Keep Me Up At Night
08/04/2014The most popular adviser tech products by category - MoneyGuidePro #1 Financial Planning Product
07/29/2014InvestmentNews Technology Survey 2014: Top 25 Technology Products Used by Advisors
07/28/2014Survey results draw a picture of tech-savvy advisers
07/23/2014Schwab adding Morningstar Office to its RIA platform
07/22/2014Big demand from advisers for Social Security claiming tools, training
07/07/2014The top apps being embraced by NextGen advisers
07/03/2014MoneyGuidePro® Announces Enhanced Integration with Morningstar OfficeSM
07/02/2014Industry icon is enthusiastic about technology
06/15/2014MoneyGuidePro Launches Integration with Schwab OpenView Gateway™, and Schwab OpenView Integrated Office®
06/03/2014Firms line up to donate software to college financial planning programs
05/27/2014Let clients take the wheel
05/21/2014PIEtech Consultants Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile
05/20/2014Ranking the industry's top tech vendors
04/30/2014TD Ameritrade Institutional Recognizes Technology Firms with Inaugural Veo Integrated Awards
04/28/2014Liberty Partnership with MoneyGuidePro Brings Reverse Mortgages to Financial Planning Software
03/18/2014Suntrust leaders launch financial planning tool that combines MoneyGuidePro and eMoney
03/04/2014William Paterson University takes home the first annual FAStech Cup
02/18/2014SunTrust SummitView(SM) Integrates MoneyGuidePro and eMoney Advisor Into One Real-Time Planning Tool
02/18/2014This ain't no Fantasyland: Tales from T3 (The Robo-Advisor Threat)
02/12/2014MoneyGuidePro Announces Partnership with Yodlee
02/11/2014T3 2014: MoneyGuidePro to integrate Yodlee for account aggregation (Bill Winterberg for FPPad)
02/11/2014SEI, Redtail Technology, ActiFi, and MoneyGuidePro Announce Innovative Advisor Workflow Partnership
02/10/2014AdvisoryWorld Announces Integration with MoneyGuidePro
02/07/2014Harold's New Adventure
02/01/2014Raymond James advisers employ new financial planning software
12/04/2013MoneyGuidePro tops the Financial Planning Magazine Tech Survey for Financial Planning Software the sixth year running
12/01/2013MoneyGuidePro's Bob Curtis on how advisors can distinguish themselves from online platforms
11/04/2013MoneyGuidePro Launches Executive Summary as Part of Goal-Based Financial Planning Software - Yahoo Finance
09/10/2013MoneyGuidePro takes automating financial plans one step forward - InvestmentNews
09/10/2013MoneyGuidePro Partners with Fox Financial Planning Network to Develop a Custom Workflow System
09/03/2013Tech firms strike partnership with universities to bolster financial planning - InvestmentNews
08/21/2013Schwab Intelligent Technologies Adds MoneyGuidePro® to Schwab OpenView Gateway™ for RIAs
06/24/2013Raymond James Execs on IT: 'Can't Slow Down'
04/24/2013"In the financial planning software category, MoneyGuidePro remains the top choice of respondents." - Financial Planning Magazine's "Tech Survey 2012"
12/01/2012Realms of Influence: Financial Planning Magazine gives MoneyGuidePro’s Bob Curtis the Tech Innovator Award
10/01/2012"Easy As Pie" in Financial Planning Magazine
09/01/2012Raymond James rolls out fully integrated version of MoneyGuidePro
08/17/2012PIEtech Inc. Releases MoneyGuidePro: G3
07/23/2012Financial Planning Magazine 2011 Tech Survey: "The clear choice is MoneyGuidePro."
12/01/2011The top 20 technology products used by advisers
08/21/2011"Take Me Back, Please" - Financial planning doesn't have to be drudgery.
06/01/2011How technology can convert do-it-yourselfers
03/06/2011Navigating the CRM labyrinth
02/06/2011Third-party vendors vouch for TD Ameritrade's API at first general session
02/03/2011Technology To Mitigate Future Black Swans
02/01/2011MoneyGuidePro has largest market share among financial planning software according to the Financial Planning Magazine's "Software Survey 2010"
12/01/2010MoneyGuidePro directs financial planning for May-Investments clients
10/11/2010"What's Next for Technology" in Financial Planning Magazine mentions new MoneyGuidePro features
10/01/2010PIEtech's consultants Deena Katz and Harold Evensky have been recognized by Investment Advisor as two of the ten "PIONEERS & PRACTITIONERS" who have been the most influential in the planning profession over the last 30 years.
05/01/2010MoneyGuidePro has largest market share among financial planning software according to the Financial Planning Magazine's "Software Survey 2009"
12/01/2009MoneyGuidePro Unveils New Version G2.2
10/30/2009"The It presentation came from Bob Curtis, who runs PIEtech, the creator of the MoneyGuidePro planning software." - Silencing the Echo Chamber by Bob Veres
03/01/2009MoneyGuidePro's CEO Bob Curtis Named One of Financial Planning Magazine's "Movers & Shakers of 2009"
01/01/2009"Software Survey 2008" in Financial Planning Magazine
12/01/2008Celent Ranking the Vendors of Financial Planning Technology 2008
11/21/2008"Top 10 Financial Planning Technology Platforms" in Bank Advisor Magazine
11/01/2008"MoneyGuidePro's Generation 2 is as groundbreaking as the original." - Still the One by Joel Bruckenstein
09/01/2008"When the history of financial planning is recorded many years from now, Bob Curtis' [MGP CEO] latest contribution should by noted." - The Reflecting Pool by Andy Gluck
09/01/2008
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