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 ...

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 ...

POWHATAN, Va.--(BUSINESS WIRE)--MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and ...

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 ...

PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...

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 ...

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 ...

DENVER, March 22, 2017 /PRNewswire/ -- Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment ...

MoneyGuidePro and eMoney have tried this integration before, after eMoney's founder and former chief executive Edmond Walters announced in February the company would be integrating with 28 other ...

MoneyGuidePro releases fifth-generation financial planning tool PIEtech's popular software helps advisers estimate health care costs, create more complex life insurance scenarios and run performance ...

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 ...

Scottrade Advisor Service, a custodian to more than 1,000 independent RIAs, has agreed to resell MoneyGuidePro financial planning software to its advisors at a 50% discount. According to Brian Davis, ...