Wealth Studios is a powerful technology solution and user experience for advisors to use alongside their Ultra High Net Worth clients.
MoneyGuide offers three dynamic configurations to build and scale your ideal financial planning offering:
One
MoneyGuideOne℠ is a streamlined version of MoneyGuidePro®, designed to get a quality plan result in less than 5 minutes.
Pro
MoneyGuidePro®, our flagship product, has been named the #1 Financial Planning Software 15 years in a row.[1]
Elite
MoneyGuideElite℠ provides you with powerful modules to deepen the breadth & sophistication of your planning services.
Download Comparison Chart (PDF)
[1] Software Survey Report 2022
LIFESTYLE GOALS
What Your Clients Really Care About
Helping clients define and prioritize Goals can also help them put their financial decisions into perspective. MoneyGuide helps clients define and prioritize their Goals into Needs, Wants and Wishes before meeting with you.
More Features
Play Zone®
Interact with Their Lifestyle
Using sliders, this unique interactive feature allows clients to vary plan elements that are within their control, e.g., retirement age, goals and savings, and immediately see the impact
More Features
Holistic Stress Testing
Manage Long-Term Expectations
What Are You Afraid of? is a dynamic presentation feature allowing you to plan for factors outside of anyone's control and answer tough questions in the move of a simple slider.
More Features
Cash Flow
Bring the Detail When You Need It
Map out your client's retirement years with the Retirement Cash Flow Chart. The chart plots out the various goals, options, surpluses and shortfalls that can happen over the life of the plan, based on your client's plan inputs.
More FeaturesTransform how your clients view their financial future.
Use MyBlocks to maintain, strengthen, and engage clients of all ages and financial situations by facilitating ongoing advisor-client collaboration. Help clients set realistic expectations, discover powerful answers to complex questions, and deliver control and choice within a familiar user interface.
Learn More
Powerful Industry Leading Integrations
Integrations make advisors more efficient and improve the quality of data flowing into client plans. More complete and accurate data means stronger financial plans.
We are devastated by the passing of our long-time friend and teammate, Carla Hunt. Carla started with PIEtech in 2007 as a member of the Support team. With fewer than 25 employees at the time, she joined a small, growing company, but Carla saw an opportunity to combine her passion and skill set in this new chapter of her career.
Of her many passions and skills, she was able to apply her compassion, desire to help people, and financial planning knowledge to her daily work. Over her 15 years with the company, she thoughtfully guided tens of thousands of advisors, who, in turn, created better plans for their hundreds of thousands of clients.
She invested hundreds of hours into mastering her craft where Carla earned her ChFC® and later her CFP® credentials. So many of us had the privilege of working beside her as her career progressed.
Carla often spoke fondly of the loves of her life: her husband, David and daughter, Destiny. Carla lived to care for others in her career, faith and family. In so many ways, she was just pure… pure love, compassion, warmth, strength, and integrity.
Join us in honoring Carla's wish that any memorial tributes be made in the form of charitable donations to the Susan G Komen for the Cure, the American Cancer Society, Cayman Turtle Conservation and Education Centre, or any personal favorite charity.
We will miss you Carla!
MoneyGuideOne℠
MoneyGuidePro®
MoneyGuideElite℠
Wealth Studios
MyBlocks
