Powhatan, VA (PRWEB) May 16, 2016
MoneyGuidePro® was awarded the Technology Innovation Award for two of its products; the Healthcare SMART Goal and myMoneyGuide® at the Bank Insurance & Securities Association’s (BISA) Annual Convention in March, 2016.
Health care is one of the most critical expenses in retirement and one that is often overlooked in retirement planning by advisors and their clients. With the Health Care SMART Goal tool, MoneyGuidePro® addresses this challenge by automatically including it. “With just one click, the total lifetime cost of health care (in current dollars) is calculated and incorporated as a goal into a client’s financial plan. The Health Care Smart Goal is designed to help consumers obtain a realistic estimate of their health care costs in retirement,” said MoneyGuidePro’s Curt Olson, Head of Institutional Sales. Instead of remaining silent on health care, this innovative tool provides a natural work flow that helps advisors address a topic that can be uncomfortable. “This feature helps advisors develop a deep understanding of their client, make recommendations in their client’s best interests and meet their fiduciary responsibility,” said Curt of the Health Care Smart Goal.
myMoneyGuide® (myMG) the online guided planning experience, only available to MoneyGuidePro® subscribers, is the only tool available in the industry that seamlessly incorporates the most topical and critical elements of a retirement plan. The myMG experience is an innovative tool that makes planning scalable. It guides consumers through the online creation of their own personalized retirement plan in a safe and unbiased environment via a private invitation from an advisor, firm, employer or product manufacturer. “myMoneyGuide prepares and educates consumers increasing their confidence in approaching financial professionals. It also delivers an efficient process that allows advisors to work with more clients and provide them with real human value.”
The BISA Technology Innovation Award recognizes leaders who create a product, service or platform, while sharing commitment to developing technology-based innovations for the financial service industry.
About PIEtech℠, Inc.
PIEtech℠, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech℠ is the creator of MoneyGuidePro®, the industry’s leading financial planning software, and myMoneyGuide®, a client-driven digital planning solution that allows firms to broadly offer financial planning. For more information on PIEtech℠’s powerful financial planning solutions, visit http://www.moneyguidepro.com.