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 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 […]
April 18, 2016

MoneyGuidePro’s G4 Overview Released

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