#1 Financial Planning Software | 2017 Fee Study Results | Budgets & Cash flow |Training Opportunities
 
December 2017  
 
 

 

Top Financial Planning Software

MoneyGuidePro® has been ranked #1 in Financial Planning Magazine's Tech Survey for the 10th year in a row.

Thanks for your continued support. We are committed to partnering with you and continuously bringing innovation to the financial planning industry. 

 
 
 
 

Computers Don't Have Mothers to Give Advice To...

 

 
 

Bob Curtis, Founder and CEO of PIEtech, talked about big data and creating opportunies and solutions for advisors with Investment News at the 2017 t3 Conference in Las Vegas.
Watch the full interview.

 
 
 

Exclusive Webinar

The results of the MoneyGuidePro® 2017 Fee Study are in! Join us, December 19th at 4 PM ET to gain insight into how your peers charge for financial planning and best practices to grow your revenue and develop stronger client relationships.

 
 
 
 

Help Clients Protect Their Loved Ones

 

Holidays often present the opportunity to explore important topics with family. Changes in family dynamics may raise tough conversations such as life insurance, long term care or disability concerns.

To learn more about the insurance features within MoneyGuidePro®, register for the Life Insurance and Long-Term Care webinar on Thursday, December 21st at 11:00 AM ET.

 
 
 
 

MoneyGuidePro® is Heading to the Rose City


 

Join our experts in Portland, Oregon February 8-9, 2018 to master goal-based financial planning and discover best practices to position your advice and solutions. You'll leave with the confidence to use MoneyGuidePro® to create, interpret and present quality financial plans to your clients. View all 2018 MoneyGuideLive events.

 
 
 
 

Budgets & Cash Flow Made Easy

 

While MoneyGuidePro® takes a goal-based approach to planning; some clients may require more in-depth cash flow analysis. The Budget tool on the My Plans page is a great way to address clients who are:

  • In or close to retirement, who want to specifically project retirement living expenses.
  • Living beyond their means.
  • Looking for additional savings opportunities.

Consider giving clients access to the Budget tool via the Client Portal to make the experience more convenient and interactive for them. If you have questions or need help using the Budget tool, contact PIEtech Support.

 
 
 

Your Input is Important to Us

You can now submit your suggestions and feedback directly from your account. Simply select 'Submit Feedback' from the Help dropdown menu on the Planning page and tell us what you think.

 
 
 
 
 
 
 

MoneyGuidePro® Training

Multiple dates are available for each training. Plan ahead for January and February 2018.
 
 

Getting Started: Software overview, learn about best practices, integrations and how to present and interpret results.

Life Insurance & Long Term Care: Risk management is an important part of any plan. Get a complete overview of the Life Insurance, Long Term Care and Disability Needs analysis features.

Creating Reports: Learn how to use our standard report templates or create your own custom templates.

Intro to Plan Creation: You'll work through a sample case study and scenarios to effectively build a quality financial plan.

Understanding & Presenting Results: Discover best practices for interpreting current and recommended scenarios and for presenting your recommended scenario.

Annuities in MoneyGuidePro: Learn how to enter existing annuities and discover the top four tools for positioning annuities in the plan.

 
 
 
 
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