PIEtech, Inc. Announces Quest for the Holy Grail— a Quality Financial Plan for Everyone

Share Article

Everyone needs and deserves a quality Financial Plan.

PIEtech, Inc., the developers of MoneyGuidePro®, the industry’s leading financial planning software, announced their Holy Grail— a quality financial plan for everyone. At this year’s T3 Enterprise Conference, PIEtech CEO used his opening statement to urge financial service firms, advisors and other financial software providers to join them in their quest to attain it.

“PIEtech has a simple, core belief that everyone deserves a quality financial plan. At most firms, the ability to address the financial planning needs of all clients is limited by what their advisors are willing and able to do. In today’s competitive and increasingly commoditized environment (think Robo’s), this is an unacceptable constraint. While firms work to increase the quantity and quality of plans, this alone is not sufficient. Every client needs and deserves a quality financial plan, regardless of their advisor’s interest in, or time available for, planning.”

According to Curtis, “Firms must embed financial planning throughout the enterprise, and provide planning in ways that better suit the preferences of prospects and clients. Today’s consumer demands choice— even in financial planning—and the firms offering it will be the most successful. It is our intention to help our customers provide that choice.”

As part of its announcement, PIEtech presented four major new products: MoneyGuidePro:G4, the fourth generation of the leading Goal-based planning software; MoneyGuide Client, a client-facing version for prospecting and discovery; myMoneyGuide, a groundbreaking new service designed to increase client acquisition and scale the delivery of planning; and “Shrubbery,” the code-name for a new mobile client-engagement system that will be released next year.

“These products provide the first enterprise-wide financial planning platform, allowing firms to deliver quality financial planning efficiently and profitably to all consumers,” Curtis stated. This takes us a long way on the path to the Holy Grail.”

About PIEtech, Inc.
PIEtech, Inc., believes that everyone deserves a quality financial plan. PIEtech is the innovative creator of MoneyGuidePro®, the industry’s leading financial planning software, MoneyGuide Client, a client-facing version for prospecting and discovery, and myMoneyGuide, a service designed to increase client acquisition and scale the delivery of planning. For more information on PIEtech’s powerful financial planning solutions, visit http://www.moneyguidepro.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Eddie Williams
PIEtech, Inc.
+1 8047445900 Ext: 169
Email >
@MoneyGuidePro
Follow >
MoneyGuidePro (PIEtech, Inc.)

Visit website