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 ...

The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. PIEtech released the fourth generation of MoneyGuidePro to help financial ...

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 ...

MoneyGuidePro has added a tool to its flagship software that allows advisors to automate ongoing actions they and clients must take to reach goals set in a financial plan. The new feature, Executive ...

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 ...

POWHATAN, Va. (PRWEB) February 07, 2018 - Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage ...

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 ...

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 ...

At the gathering, the firm set up an area where advisers could get hands-on experience with the new platform and, perhaps more importantly, explain what new features they wanted or what changes should ...

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 ...

PIEtech Inc., maker of the goal-focused financial planning software MoneyGuidePro, today announced the launch of Executive Summary, an interactive tool that allows advisers to automate the review of ...

PIEtech, Inc., maker of the popular planning software product MoneyGuidePro, has settled a patent infringement lawsuit brought against it and UBS Financial Services by its competitor, Wealthcare ...