PIEtech℠ – Receives WealthManagement.com Award for myMoneyGuide® Planning Experience

Share Article

myMoneyGuide, PIEtech℠’s guided online planning experience, Inc. won the WealthManagement.com Industry Award, Technology Providers – Financial Planning category.

myMoneyGuide®, PIEtech℠’s guided online planning experience, Inc. won the WealthManagement.com Industry Award, Technology Providers – Financial Planning category. The awards ceremony was held on September 29th at the Mandarin Oriental Hotel in New York, NY. PIEtech℠, Inc. is the creator of the industry leading financial planning software, MoneyGuidePro®, and the scalable DOL discovery tool, Best Interest Scout™.

The myMoneyGuide® planning experience was recently revamped with the release of the fourth generation of MoneyGuidePro®. It helps advisors gain a deeper understanding of their client’s full financial picture prior to even meeting with them. “By receiving a private invitation from their financial professional or employer, investors can build a plan focused on their expectations, concerns, needs and goals,” said Kevin Knull, CFP®, President of PIEtech℠.

myMoneyGuide® makes financial planning viable for millions of clients regardless of their net worth so they can better prepare for retirement. “We believe everyone needs and deserves a quality financial plan. myMoneyGuide® not only makes this possible, but it educates the clients on the value of working with a professional financial advisor,” said Knull. “As the client better understands their own situation, myMoneyGuide® streamlines the planning process so that advisors and firms can create a greater number of quality financial plans for their clients. This enables them to focus more energy on rendering advice in the clients’ best interests versus gathering and entering data.”

Of the 122 finalists, PIEtech℠ was among 48 companies and organizations that were recognized for their support in financial advisor success. The judging panel, which included a variety of the industry’s top experts, selected the winners based on a set of quantitative and qualitative requirements for each WealthManagment.com category. In the Technology Providers – Financial Planning category, the judging criteria included quantitative measurements such as a specific feature set, usage, adoption, scale and survey results. The qualitative measurements included innovation, creativity, deployment and delivery methods.

“We are proud to be recognized among some of the top names in the industry. At PIEtech℠, we strive to provide advisors with tools that help them understand their clients’ best interests,” said Knull. “With the help of the myMoneyGuide® planning experience, the advisor/client relationship is held to the highest degree and is essential to, not only building financial plans, but to building quality financial plans.”

To read the WealthManagement.com Awards release, please click here.

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, myMoneyGuide®, an online guided planning solution that allows firms to broadly offer financial planning, and Best Interest Scout℠, a standalone, scalable discovery solution to help firms of all types obtain necessary client information. For more information on PIEtech℠’s powerful financial planning solutions, please visit http://www.moneyguidepro.com.

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 >
Follow >
Visit website