Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Envestnet acquires MoneyGuidePro for ...
Envestnet acquires MoneyGuidePro for $500 million, plus $30 million in retention bonuses. Bergman cites owning the 'code base' as key to the acquisition. Acquisition supports Envestnet's push into ...
Building on the late-summer launch of MoneyGuidePro’s G5 enhancements, including a health insurance estimate tool, parent company PIEtech is releasing two new versions of its flagship product. Called ...
PIE Technologies, Inc., developer of the MoneyGuidePro goal-focused financial planning software package, said it expects to release a comprehensive upgrade on or about September 1. Dubbed MGP: G2 (The ...
One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based ...
Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...
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