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 financial planning software MoneyGuidePro, has been selected for inclusion in the LPL Financial Vendor Affinity Program. As explained by LPL, the preferred vendor program ...

Young planning software firm Advizr has managed to sustain itself and find a footing in a market long dominated by eMoney Advisor and MoneyGuidePro. Processing Content Now its fourth year and closing ...

POWHATAN, Va.--(BUSINESS WIRE)--MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and ...

Broker/dealers and large RIAs face a unique set of challenges when it comes to technology. Representatives and regulators demand more, margins get squeezed, and executives worry about not only what ...

POWHATAN, Va.--(BUSINESS WIRE)--PIEtech, Inc., creator of MoneyGuidePro ®, the industry’s leading financial planning software, is pleased to announce that the company has been selected for inclusion ...

Scottrade Advisor Services has agreed to license MoneyGuidePro financial planning software on an enterprise basis for its advisors. "We've worked with the folks at MoneyGuidePro for months in order to ...

Trust Company of America (TCA) has integrated MoneyGuidePro, a financial-planning software that would allow Registered Investment Advisers (RIA) to link a range of profile and client information ...

DENVER, March 22, 2017 /PRNewswire/ -- Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment ...

MoneyGuidePro was the most used financial planning tool, according to InvestmentNews' 2015 Most Popular Tech study. Of the 80% of advisers who said they use financial planning software, 25.5% said ...

PIE tech Inc., maker of the popular, if not ubiquitous, MoneyGuidePro goals-based financial planning software and those behind Oranj, the free, award-winning wealth management platform, announced a ...

The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients. Due for release Sept. 20, Generation 2 is the first major retooling ...