RightCapital partners with SoFi, integrating 25 CFPs and its planning tool into SoFi's platform. SoFi aims to attract new revenue streams amidst a significant market-cap slump. RightCapital likely ...
"The obvious comparison is Envestnet's 2019 acquisition of MoneyGuidePro ... [and] if you look back through the history and trajectory of Motive, the proverbial writing-on-the-wall was there to ...
Financial advisors are turning to sophisticated and accessible financial-planning software to deliver on the promise of "holistic financial planning" for their clients. In a recent survey, 68.3% of ...
During my working years, I paid for three independent financial planning sessions — the last after the 2008 financial collapse, to assess the damage. But only when my employer of 20 years wiped out my ...
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 ...
PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...
PIEtech℠, Inc., the creator of the leading financial planning software, MoneyGuidePro®, today announced that it has entered into an exclusive relationship with Milliman Financial Risk Management, LLC ...
The MoneyGuidePro suite of services aims to streamline the process of determining clients’ best interest as defined by the DOL. Envestnet has announced that it will enhance the level of integration ...
The newest version of myMoneyGuide®, is poised to help even more consumers develop financial plans to meet their retirement goals. The online guided planning experience from PIEtech℠, the creators of ...
The two biggest names in financial planning software are now partners. During a Wednesday session at the eMoney Advisor Summit in Orlando, Fla., MoneyGuidePro President Kevin Knull announced that his ...
POWHATAN, Va.--(BUSINESS WIRE)--PIEtech, Inc., creator of MoneyGuidePro ®, the industry’s leading financial planning software, is pleased to announce the release of new integration enhancements with ...
When you review as many products as I do, it takes something special for you to generate a lot of enthusiasm, but when I first set my eyes on MoneyGuidePro (http ...
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