New features include health care planning tools and cash reserve buckets. Read More.
New features include health care planning tools and cash reserve buckets. Read More.
Four major features added, including better support for health care and life insurance needs. Read More.
Next generation platform allows advisors to do more with planning around health care, life insurance and more Read More.
PIEtech'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.
The latest integration between MoneyGuidePro and WealthAccess includes a single sign-on. Read More.
Integration enables ease of use for both advisors and clients bringing MoneyGuidePro’s financial tools directly into the Wealth Access client portal. Read More.
The creator of MoneyGuidePro® received three distinct awards at the Richmond Times-Dispatch Top Workplaces awards program. Read More.
Now 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.
Integration of MoneyGuidePro© with Insurance Purchasing Portal Developed with COVR Enables Seamless Implementation of Insurance Solutions in Financial Planning Process Read More.
Here 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.
Kevin Hughes, EVP, Sales at PIEtech, creator of MoneyGuidePro, discusses the changing landscape of the financial planning industry. Read More.
The 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.
This 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.
The 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.
Today, 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.
PIEtech’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.
Two financial planning software tools stood out among respondents. Thirty-one percent of those surveyed use MoneyGuidePro while 24% use eMoney. Read More.
At 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.
Proprietary 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.
How 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.
PIEtech'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.
About 82% of advisory firms use financial planning software and 35% of the market is using PIETech Inc.'s [MoneyGuidePro] product. Read More.
WealthManagement.com awarded PIEtech℠ the top spot for Technology Provider Thought Leadership. Read More.
Forty-three different companies took home awards at the Wealthies, which celebrate excellence in serving financial advisors. Read More.
Also this week: Envestnet Yodlee wins at FinovateFall, Riskalyze integrates with MoneyGuidePro, and InvestCloud launches Synergy. Read More.
Incorporating 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.
Financial 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.
PIEtech, 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.
Three firms are bringing distinctly different custodian approaches to advisor technology. Read More.
For 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.
Powhatan 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 BLACK offers integrated access to the technologies of five leading financial services providers Read More.
Four coaching skills that can help advisors keep clients on track toward achieving their financial goals. Read More.
Tony 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.
The 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.
The 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.
What 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.
Advisors 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.
By 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 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.
Customer 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.
This 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.
Because 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.
Kevin Knull, president of PIEtech, creators of MoneyGuidePro, tells ThinkAdvisor what fiduciary advisors need to know about their clients. Read More.
Award winning aggregation provider soon to be available to MoneyGuidePro® subscribers. Read More.
PIEtech℠, Inc. and Milliman join forces to help better prepare firms and advisors for a Best Interest Standard. Read More.
Coupling 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.
Combining 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.
PIEtech, Inc. is the winner of the Technology Providers—Financial Planning category. Read More.
The newest version of myMoneyGuide®, is poised to help even more consumers develop financial plans to meet their retirement goals. Read More.
The 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.
In 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.