Everyone needs and deserves a quality financial plan.℠
MoneyGuidePro®, created by PIEtech℠, makes the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.
The Retirement Compatibility Game, a fun and easy experience for couples that's designed for mobile use.
Video-guided data gathering for better quality client information with live consumer chat support.
A great way to quickly help clients who want to control debt. Empower them to start saving for short-term goals and retirement.
The online guided planning experience that helps prospects build a financial plan. Available in two levels - Lite and Expanded.
For a complete list of MoneyGuidePro® features, click here.
Streamline data gathering. Explore expectations and concerns to create better plans.Learn More
With one click, you can include health care costs—one of the largest expenses in retirement.Learn More
Choose the strategy that maximizes your client's social security benefit.Learn More
Simply and easily demonstrate the impact of risks and loss tolerance to a financial plan.Learn More
Four options provide different views of your financial plan and client's confidence zone.Learn More
This engaging feature lets your clients instantly see the impact of adjusting variables.Learn More
Show your client the impact of market corrections, early death or unexpected costs.Learn More
This portal enables clients to focus on long term goals and discourages reactive behavior.Learn More
With two levels of guided planning – Lite and Expanded – myMoneyGuide® enables clients to create a basic financial plan and then request help from the financial advisor who invited them. Throughout the experience, myMoneyGuide® positions the advisor as the planning expert.
The Lite version typically takes 30 minutes to complete and quickly gets clients to a result. The Expanded version takes 60-90 minutes and is designed to gather more financial information for a more comprehensive result.
Financial institutions and employers can white-label and customize their own guided planning experience. All videos, content, conversations and output are customizable.Learn More
Do you know how your firm will defend that your advisors' recommendations were in their clients' best interests?
Best Interest Scout℠ is a client-initiated scalable and standardized solution to help obtain the client information necessary to evaluate the full financial circumstances of a client in accordance with Department of Labor (DOL) requirements.
This solution is only available for Enterprise clients.Learn More
Additional fee per add-on.
Improve plan data and eliminate manual data entry with aggregation. With the choice of MX or Yodlee, your clients can access personal financial management (PFM) tools to help them plan and stay on track.
With a seamless integration, the Finametrica Risk Tolerance profile allows the client’s natural risk tolerance to be clearly identified and you to reconcile differences between couples.
Customize your financial planning platform with your logo. It’s affordable, quick and easy to create a look that is specific for you on every screen and on your report cover page.
To Charge or Not to Charge: Exploring Industry Trends and Best Practices
As a financial planning software company, we are often asked by advisors how much other advisors charge for financial planning and how they charge. This white paper is a result of the recent PIEtech® survey of over 1,400 advisors..
Download the white paper to receive insight on: