New "Dash" capability within Moneyguide aims to boost client prospecting discussions, while WealthStream’s newly launched AI platform looks to help fill early gaps in advisor expertise. Read More.
Envestnet announced the launch of Dash, a new financial planning tool within its MoneyGuide platform designed to help advisors begin planning discussions with prospective clients using limited... Read More.
Envestnet announced the launch of Dash, a new proprietary solution within its MoneyGuide financial planning platform designed to simplify the early stages of financial planning and help advisors... Read More.
Known as Dash, the tool is available through Envestnet’s MoneyGuide financial planning software platform. Read More.
Envestnet, the Adaptive WealthTech company, today announces the rollout of its new proprietary Dash solution, available within Envestnet | MoneyGuide, designed to guide prospects and under advised... Read More.
Wealthtech firm Envestnet announced the rollout of a new proprietary solution designed to guide prospects and under-advised clients to engage with advisors and begin planning discussions with... Read More.
In addition, Envestnet’s fourth-quarter 2025 technology updates included enhancements to strengthen how advisors navigate regulatory change, tax strategy, estate complexity, and multi-source... Read More.
Powerful Prospecting Tool Delivers a Clear Snapshot of a Client’s Situation Using Just Five Essential Data Points. As Part of its Most Recent Quarterly Tech Updates, Envestnet Enhances Retirement... Read More.
Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has entered into a definitive agreement to be acquired by Bain Capital in... Read More.
Exploring industry trends and the future of fees and technology Read More.
Preeminent industry event hosts nearly 2,000 Advisors, RIAs, Enterprises and Fintechs who Seek Better Client Outcomes, Growth and Productivity through Envestnet's Wealth Management Platform Read More.
The goal of the partnership is to deliver a more unified platform experience for wealth advisors and to help solve key pain points including, operating across multiple systems and applications as... Read More.
Advisors using Envestnet | MoneyGuide will now have the ability to offer clients digital term life insurance via a fast & seamless digital experience. Read More.
Open 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.
Envestnet Group President Explains The Benefits Of Advisors Engaging In Estate Planning, Addressing Client Emotions, Common Barriers And Ways To Get Involved Read More.
WEALTHSTACK 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.
The $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.
The 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.
The latest version of MoneyGuide offers new enhancements to its financial planning platform, including a goals-based planning digital experience. Read More.
New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most Read More.
Jones 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.
Q&A with Private Wealth Magazine and Rose Palazzo, Group President of Envestnet Financial Planning, surrounding personalization within financial planning. Read More.
MoneyGuide believes the future of financial advice revolves around data and personalization. Read More.
FP 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.
Joel 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.
Envestnet | 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.
Tony Leal’s recent blog for Envestnet about the Total Income module for MoneyGuideElite was featured in The Trust Advisor. Read More.
MoneyGuide was mentioned throughout Citywire’s article on the future of financial planning software and the market share both softwares hold. Read More.
MoneyGuidePro was mentioned in a piece about adding millennial clients to your practice and the use of wealth management tools. Read More.
Rose Palazzo’s byline on year-end estate planning ran in WealthManagement.com today. Read More.
MoneyGuide 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.
Advisors needing to engage in complex estate planning can utilize Advisor360°’s integrations with Envestnet | MoneyGuide Read More.
Envestnet | 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.
Solutions like MoneyGuide simplify financial planning workflows. Read More.
“the vast majority” of the RIA market has access to annuities, through financial planning software like Envestnet’s MoneyGuidePro. Read More.
Rose 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.
MoneyGuide is profiled on slide 23 of the Thought Leadership – Programs, Products, and Services category. Read More.
PreciseFP has pre-built integrations to most popular RIA apps including MoneyGuide. Read More.
For more sophisticated and complex client situations, advisors would still turn to integrations with Envestnet | MoneyGuide. Read More.
Forward-thinking advisors help clients set short- and long-term goals, and then teach them how they all interact with one another. Read More.
Advisors 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.
Tony Leal Featured on Wealthies Circle Podcast by Wealthmanagement.com. Read More.
Carson Group said that it has integrated with Envestnet | MoneyGuide, a financial planning software system. Read More.
Carson Group-affiliated advisors are gaining access to the full suite of MoneyGuide solutions. Read More.
Advisors 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.
A 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.
Healthpilot is available at no cost to advisors and their clients through integrations with Envestnet | MoneyGuide. Read More.
Helping advisors to simplify the process of building a financial plan with clients in MyBlocks Read More.
Demand 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.
Great Waters Financial relies on MoneyGuidePro to deliver their planning services. Read More.
Matt 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.
Many 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.
The 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 was featured on this year’s 40 Under 40 list from InvestmentNews! Soraya ranked within the top 30. Read More.
MoneyGuide was named as a finalist in for this year’s New Tools and Features category for Financial Planning. Read More.
Family 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.
Tony Leal as commended in the Leading Individual (Service product provider) category by the Family Wealth Report Awards. Read More.
MoneyGuideEngine, an API connection letting enterprise firms build their own planning tools with MoneyGuidePro’s tech under the hood. Read More.
Envestnet | MoneyGuide today announced a partnership with Oyster Consulting to offer paraplanning services to mutual clients. Read More.
As 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.
Financial planning software MoneyGuide will also receive data from Practifi, with client data moving back and forth between the two platforms. Read More.
Greater Efficiencies & Opportunities for Scale Available to Advisors Through Full Envestnet/Practifi Integration Read More.
Automated Savings Technology will Help More Banks Empower Consumers to Start to Build Wealth, Kicking Off Their Financial Wellness Journey Read More.
Bob Veres and Joel Bruckenstein’s 2020 survey found MoneyGuidePro, which Envestnet owns, had a 28% share. Read More.
Envestnent acquired IP technology from Apprise and rebranded it MoneyGuide Wealth Studios. Read More.
Envestnet | 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 has released a guide to help advisors determine whether their clients could benefit from a mortgage refinance. Read More.
MoneyGuide announced the launch of two new blocks – the Spend vs. Borrow Block and the Mortgage Refinance Block – in its MyBlocksSM series. Read More.
MoneyGuidePro has been ranked the #1 Financial Planning Software in the 2021 Advisor Software Survey from T3/Inside Information, Read More.
AdvicePay said it had collaborated with Envestnet MoneyGuide to assist financial advisors with the quicker collection of business-to-business (B2B) payments. Read More.
AdvicePay said it had collaborated with Envestnet MoneyGuide to assist financial advisors with the quicker collection of business-to-business (B2B) payments. Read More.
Envestnet 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.
MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning. Read More.
Envestnet announced Tuesday that it had purchased technology from financial planning software company Apprise Labs, Read More.
Envestnet finalized the purchase of Edmond Walters' estate and legacy planning technology, rolling it into MoneyGuide and exiting the joint venture. Read More.
Nationwide has a partnership with Envestnet's MoneyGuide program, Read More.
Nationwide 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.
MoneyGuideEngine is a suite of APIs that can directly integrate into a financial advisor’s existing technology. Read More.
RIAs can now use the brains behind Envestnet's financial planning software to make their own products. Read More.
The 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.
Wealth managers can now gain access to the engine behind MoneyGuide's financial planning software and build their own. Read More.
Envestnet's widely used financial planning software opens a large door for MaxMyInterest. Read More.
Envestnet | 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.
InvestmentNews featured Tony Leal on its “3 Questions” video series. He spoke about what’s the next hurdle in democratizing financial planning software. Read More.
Cetera will continue to have access to the entire suite of Envestnet | MoneyGuide integrated financial planning tools. Read More.
MoneyGuide’s integration with MaxMyInterest was featured in ThinkAdvisor’s tech roundup. Read More.
Industry-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.
In 2020, Envestnet MoneyGuide published the results of a survey of financial advisors. Read More.
We’re honored to share that our president, Tony Leal, has been recognized as a 2021 Icons and Innovators honoree by InvestmentNews. Read More.
Joseph M. Miller is noted for being a new 15-member Commission on Sanctions and Fitness. Read More.
Joseph M. Miller is noted for being a new 15-member Commission on Sanctions and Fitness. Read More.
The 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.
Advisors 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.
Based 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.
We 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.
Like Jackson, TruChoice has a presence on FIDx, which powers the Envestnet Insurance Exchange and MoneyGuide Protection Intelligence. Read More.
Fees 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.
AdvicePay has had a busy year, having announced an integration with Envestnet | MoneyGuide. Read More.
Envestnet 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.
MoneyGuide 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.
The 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.
Percentage 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.
Plan 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.
Envestnet shifts MoneyGuide to its product distribution roots with new premium analytics to help spot opportunities for (product sales to) clients. Read More.
Envestnet, 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.
MoneyGuide is also developing two new blocks which are currently in beta-testing—the Goal Block and Spend vs. Borrow Block. Read More.
MoneyGuide 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.
MoneyGuide 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.
nvestnet | 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 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.
The 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 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.
Joe 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.
Tony Leal authored an article on the three ways that financial planning is being reshaped in the post-pandemic world. Read More.
Integration Enables MoneyGuide Users to Access Annuities From Within Financial Plans to Help Meet Client Retirement Needs Read More.
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face Read More.
The decision worth considering is how to charge for planning .IIn January, the firm linked MoneyGuide to its ClientWorks platform, Read More.
Clients are facing the pandemic by reevaluating early retirement, and even their own life expectancies. Technology providers are responding. Read More.
Tony Leal, president of Envestnet MoneyGuide, said RIA clients can expect data analytics to fuel stronger financial planning tools. Read More.
Envestnet MoneyGuide will provide free plan analytics to MoneyGuide clients. Read More.
Soraya 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.
Technology from MoneyGuide and other providers already allows advisors and clients to collaborate on financial plans and go over performance reports during videochats. Read More.
The 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.
MoneyGuide 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 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.
Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Read More.
Advisor-focused fee payment processing platform AdvicePay completed a single sign-on integration with financial planning service Envestnet | MoneyGuide. Read More.
Through 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.
Tony Leal shares with FoxBusiness three pieces of advice advisers are sharing with clients to calm fears amid the current market climate. Read More.
Clients 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.
Clients and Advisors Can Now Connect Via One and Two-Way Video During Portal Sharing, Bringing a Human Element to On-Screen Collaboration. Read More.
The 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.
Because 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.
Advisor 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.
Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business. Read More.
Since 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.
Tony Leal shares how modern financial planning applications can be a key tool for reassuring clients during unpredictable times. Read More.
Through 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.
Advisors within the financial services community can make MyBlocks available for free to clients and prospects for the next 90 days. Read More.
Just-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.
MoneyGuide's new tax planning feature is rolled out amid a surge of inquires about SECURE Act implications. Read More.
New Feature Helps Advisors Offer More Personalized Advice and Educate Clients on Strategies to Help Mitigate Tax Burdens During Retirement. Read More.
Laidlaw Wealth Management will provide their advisors with access to MoneyGuidePro®. Read More.
Integration 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.
Integration 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.
MoneyGuide remains in the top spot in the financial planning category. Read More.
The financial planning category was led by Envestnet’s MoneyGuidePro (used by 26.07% of the respondents) . Read More.
Envestnet 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.
The joint venture between Edmond Walters, Envestnet and MoneyGuide has a scheduled launch date of March 2020. Read More.
Kevin Hughes and Tony Leal of MoneyGuide introduced the latest improvements to MoneyGuide Blocks. Read More.
The independent broker-dealer explains how a new integration has improved its ClientWorks advisor platform. Read More.
Envestnet MoneyGuide has partnered with LPL Financial to integrate the two firms’ platforms for financial advisors. Read More.
Right now, for comprehensive planning, MoneyGuide and eMoney are still superior. Read More.
LPL 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.
A 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.
MoneyGuide will be the third financial planning tool available on ClientWorks, alongside eMoney and LPL's free application Client Goals. Read More.
PL 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.
In 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 announced a partnership with Buckingham Wealth Partners, providing access to the MoneyGuide Elite planning software to advisors under their umbrella. Read More.
According to Financial Planning’s 2019 Tech Survey, just over one in 10 advisors uses a digital investment tool. Read More.
MoneyGuide's Kevin Hughes talks about the future of the firm following its acquisition by Envestnet. Read More.
Industry leaders discuss how to help advisers embrace new technology and service models. Read More.
Envestnet | MoneyGuide announced the expansion of MyBlocks with the addition of four new blocks – Financial Goals, Financial Concerns, Retirement Expectations and Retirement Concerns. Read More.
Envestnet 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 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 further enhances its unified advice platform to improve advisor-client engagement and help make financial wellness a reality for everyone. Read More.
The most recent addition to MyBlocks provides a seamless connection from Riskalyze to the MoneyGuide suite. Read More.
The Kickoff block will help high-school aged children of clients prepare to pay for higher education. Read More.
LoanBuddy 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.
The 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.
Having next-gen advisers advocating the tech to established firms could help providers gain market share. Read More.
The 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.
Financial advisors gain the ability to more easily analyze clients' life insurance needs over time, according to the two firms. Read More.
New 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.
New 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.
From MoneyGuide's first new tool since its big deal to HiddenLevers' data protection pledge, Citywire has you covered. Read More.
It 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.
The enhancements include improved connectivity with Redtail and a MoneyGuide spin on Yodlee account aggregation. Read More.
MyBlocks 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.
Envestnet 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.
In 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.
PIEtech 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® 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.
"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.
Acquiring 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.
New integration seamlessly connects MoneyGuide's sophisticated financial planning capabilities with Oranj's comprehensive wealth management software to easily identify held-away accounts Read More.
The 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.
Software companies collaborate on advanced tax, legacy and estate planning capabilities Read More.
MoneyGuideOne 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.
MoneyGuideOne will provide a simpler, more cost-effective technology option, while MoneyGuideElite is designed for advanced users offering more sophisticated plans Read More.
MoneyGuide becomes the latest tech solution to integrate with LPL’s platform. Read More.
MoneyGuidePro 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.
Integration of MoneyGuidePro data into Asset-Map's visualization software allows financial advisors to engage clients with more organized, illustrative financial plans Read More.
Financial planning platform MoneyGuidePro has integrated with visual financial plan software Asset-Map. Read More.
Moving 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.
Four major features added, including better support for health care and life insurance needs. Read More.
New features include health care planning tools and cash reserve buckets. 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.
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.
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.
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.