MoneyGuidePro® (PIEtech, Inc.) Signs Enterprise Contract with XY Planning Network

Share Article

The relationship was formed in early 2015 and was officially announced at the XY Planning Network Conference in September 2015, and will provide the XY Planning Network’s 160 member’s access to MoneyGuidePro at a discounted monthly rate.

PIEtech, Inc., developer of industry leading MoneyGuidePro® financial planning software, is excited to announce a new Enterprise relationship with the XY Planning Network. The relationship was formed in early 2015 and was officially announced at the XY Planning Network Conference in September 2015, and will provide the XY Planning Network’s 160 member’s access to MoneyGuidePro at a discounted monthly rate.

“Financial planning for Gen X and Gen Y clients still in the accumulator phase is heavily focused around long-term goal planning,” said Michael Kitces, co-founder of the XY Planning Network. “Accordingly, we’re excited to partner with MoneyGuidePro, long recognized as a leader in providing goals-based financial planning software.”

“For new advisors launching an advisory firm, it’s crucial to manage your costs as a startup business. We’re thrilled that MoneyGuidePro was willing to negotiate with the XY Planning Network to offer their financial planning software solution payable on a monthly basis, to help smooth out the cash flows for our startup advisors,” said XY Planning Network co-founder Alan Moore.

"There is a significant shortage of younger advisors entering the profession, and we are very pleased to help the XY Planning Network continue to develop newer advisors," said Kevin Knull, President of PIEtech, Inc. "Our hope is that by offering XY members a monthly payment option via this enterprise agreement we will be able to help them build a strong foundation in financial planning so that they can better help investors far into the future."

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.

About XY Planning Network
The XY Planning Network is the leading organization for Gen X and Gen Y financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members, along with compliance services, marketing support, business tools and templates, and a wide range of technology solutions.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jill Orchant
PIEtech, Inc.
+1 (800) 743-6938 Ext: 500
Email >
@MoneyGuidePro
Follow >
MoneyGuidePro (PIEtech, Inc.)

Visit website