November 2016

Groundbreaking New Partnerships

Last week we announced four partnerships with companies that are leaders in their industries - Riskalyze risk management software, Covr Financial Technologies, Milliman financial risk management software and MX aggregation and personal financial management. While the partnerships combined are newsworthy, each integration will bring something unique to our MoneyGuidePro® users. These integrations will be active in Q1 of 2017.

To learn more about each of these groundbreaking partnerships and how they will help you reach more clients to address their best interests, please read our press releases found in the section below.

For all media inquiries or questions, please email


MoneyGuidePro® In the News


What's a 'Rolling Plan Year'?

Think of this as a rolling fiscal year. For example, if you create a plan on Nov 11, 2016, we calculate the first year of the plan from that date through Nov 10, 2017.

Why do we do this? The 'Rolling Plan Year' eliminates the need to prorate numerous variables including asset additions, goal amounts, investment earnings and taxes. At a data gathering level, it also saves time for both you and the client, and reduces confusion caused by prorating.

When you look at a client's plan during the fourth quarter of the year, remember that you will see the full year's worth of asset additions, investment earnings and taxes for the 2016 year. Much like a fiscal year, '2016' has been redefined where it starts today and ends 365 days from today.

For additional information, please click here to review our
Calculations and Assumptions User Guide. This document can also be found within our Support Center.

Exploring Advice with MoneyGuidePro®

Learn from Kevin Knull, President of PIEtech, Inc. and 39 of the most sought after thought leaders in the industry as they share their unedited insight and best practices for good financial advice, a quality financial plan and the role of a fiduciary.

To purchase the book, please visit To read reviews or listen to the Podcast with Steve Sanduski, please visit

Featured Tech Partner

Register today to join us for one of our exclusive tech partner webinars!

Wealth Access + MoneyGuidePro®
Tuesday, Nov 15 at 4:00 PM ET

PreciseFP + MoneyGuidePro®
Thursday, Dec 8 at 4:30 PM ET

Private Live Training Available

MoneyGuidePro® Live Training offers a hands-on interactive lab where advisors are able to gain an understanding of how to effectively use MoneyGuidePro®; with their clients.

To book your private training, contact MoneyGuidePro® training today at or call (800)743-6983 x145.

Upcoming Conferences

Join us at one of these events!

IOTECH Strategy Session 2016
Nov 14 - 15, 2016 in Dallas, TX

1st Global National Conference 2016
Nov 15 - 17, 2016 in Indianapolis, IN

Saltzman Fall Roundtable 2016
Nov 15 - 17, 2016 in Orlando, FL

NAILBA 35 Annual Meeting
Nov 17 - 19, 2016 in Dallas, TX

TD National LINC 2017
Feb 1 - 4, 2017 in San Diego, CA

T3 Advisor Conference 2017
Feb 14 - 17, 2017 in Garden Grove, CA

BISA Annual Convention 2017
Mar 7 - 10, 2017 in Hollywood, FL

MoneyGuidePro® Webinars

For your convenience, our webinars are available on a variety of dates and times. Register to join us on a day that works best for your schedule!

Introduction to Plan Creation
Nov 15, 2016 at 2:00 PM ET

Introduction to Plan Delivery
Nov 17, 2016 at 2:00 PM ET

New User Onboarding
Nov 17, 2016 at 4:00 PM ET
Nov 22, 2016 at 4:00 PM ET
Nov 30, 2016 at 11:00 AM ET

Social Security Analysis
Nov 15, 2016 at 11:00 AM ET
Nov 30, 2016 at 4:00 PM ET

Creating Custom Asset Classes & Portfolios
Nov 16, 2016 at 11:00 AM ET

Estate Overview
Nov 16, 2016 at 4:00 PM ET

Create a 5-min Prospect Plan
Nov 22, 2016 at 11:00 AM ET

Employer Stock Options
Nov 29, 2016 at 11:00 AM ET