MoneyGuidePro® (PIEtech, Inc.) is Advisors’ Pick for Eighth Straight Year

Share Article

The company’s innovative, goal based planning software has been the favorite of respondents since 2008.

“We are proud to offer the solution more advisors choose to accelerate their planning processes and help them build better plans for more clients.”

PIEtech, Inc., is pleased to announce their MoneyGuidePro® financial planning software has been named the top choice of readers responding to the Financial Planning 2015 Technology Survey. The company’s innovative, goal based planning software has been the favorite of respondents since 2008; the first year the survey was conducted.

“Given the commoditization of asset management, advisors are moving to make financial planning the center of the advisor-client relationship,” said Kevin Knull, President of PIEtech, Inc. “We are proud to offer the solution more advisors choose to accelerate their planning processes and help them build better plans for more clients.”

According to the survey, advisors said financial planning software topped the list as having the most impact of any other technology on their business as well as delivering the single greatest tech ROI.

PIEtech is honored that MoneyGuidePro® has once again been selected by the advisor community as the top choice in financial planning software.

Read the full survey results here.

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 (804) 744-5900 Ext: 169
Email >
@MoneyGuidePro
Follow >
Visit website