MoneyGuidePro

May 2, 2017

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]
April 18, 2017

Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
December 15, 2016

Big PIEtech Coup: MoneyGuidePro and MyMoneyGuide Lab to Power Schwab Intelligent Advisory Service

When Schwab recently announced the launch of Schwab Intelligent Advisory, the firm stated that “Clients will complete a self-guided online planning tool focused on their specific […]
November 11, 2016

Covr and PIEtech℠ Streamline Implementation of Insurance Advice in MoneyGuidePro®

While at the T3 Enterprise Conference in Las Vegas last week, Covr Financial Technologies and PIEtech℠, Inc. announced a partnership that brings together the power of […]
November 10, 2016

PIEtech℠ and Riskalyze to Complete Deep Integration, help advisors comply with DOL and Better Serve Clients

PIEtech℠, Inc., creator of financial planning software MoneyGuidePro®, announced recently that it is building a multi-faceted, deep integration with Riskalyze, the risk alignment platform founded upon […]
November 9, 2016

PIEtech℠ and Milliman Join Forces to Help Financial Services Firms Prepare for Best Interest Standard

PIEtech℠, Inc., the creator of the leading financial planning software, MoneyGuidePro®, recently announced that it has entered into an exclusive relationship with Milliman Financial Risk Management, […]
November 4, 2016

Cetera Financial Group Announces Strategic Vision for Future Technology Ecosystem

Cetera Financial Group (“Cetera” or “the Company”)*, a leading network of independent broker/dealer firms, announced its strategic vision to redefine the delivery of “best interest” retail […]
October 27, 2016

Envestnet’s Enhanced Integration with MoneyGuide Pro® Empowers Advisors with Solutions to Comply with DOL Fiduciary Rule Requirements

Envestnet, Inc. and Envestnet | Tamarac announced they are strengthening the level of integration with MoneyGuidePro® across both platforms, giving advisors scalable, efficient tools to gather information […]
October 21, 2016

Book Review: “Exploring Advice” Contains Insights from 39 Industry Thought Leaders

According to Kevin Knull, CFP®, the President of PIEtech, the developers of MoneyGuidePro financial planning software, the financial industry is undergoing a revolutionary shift driven by […]
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