Broker/dealers and large RIAs face a unique set of challenges when it comes to technology. Representatives and regulators demand more, margins get squeezed, and executives worry about not only what ...

The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. PIEtech released the fourth generation of MoneyGuidePro to help financial ...

PIEtech Inc., the creator of financial planning software MoneyGuidePro, has been selected for inclusion in the LPL Financial Vendor Affinity Program. As explained by LPL, the preferred vendor program ...

The two biggest names in financial planning software are now partners. During a Wednesday session at the eMoney Advisor Summit in Orlando, Fla., MoneyGuidePro President Kevin Knull announced that his ...

MoneyGuidePro has added a tool to its flagship software that allows advisors to automate ongoing actions they and clients must take to reach goals set in a financial plan. The new feature, Executive ...

Scottrade Advisor Services has agreed to license MoneyGuidePro financial planning software on an enterprise basis for its advisors. "We've worked with the folks at MoneyGuidePro for months in order to ...

POWHATAN, VA--(Marketwired - Sep 10, 2013) - MoneyGuidePro, the originator and leader in goal-focused financial planning, has today announced the launch of Executive Summary, an interactive tool in ...

POWHATAN, Va.--(BUSINESS WIRE)--PIEtech, Inc., creator of MoneyGuidePro ®, the industry’s leading financial planning software, is pleased to announce that the company has been selected for inclusion ...

POWHATAN, Va.--(BUSINESS WIRE)--PIEtech, Inc., creator of MoneyGuidePro ®, the industry’s leading financial planning software, is pleased to announce the release of new integration enhancements with ...

The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients. Due for release Sept. 20, Generation 2 is the first major retooling ...

PIEtech Inc., maker of the goal-focused financial planning software MoneyGuidePro, today announced the launch of Executive Summary, an interactive tool that allows advisers to automate the review of ...

OAKS, PA--(Marketwired - Feb 10, 2014) - Four of the financial advisor industry's leading technology and service providers today announced that they have entered into a strategic partnership to make ...