MoneyGuidePro announced the completion of its third integration with personal financial management and account aggregation platform Wealth Access, providing users of the portal with a more ...

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 ...

The MoneyGuidePro suite of services aims to streamline the process of determining clients’ best interest as defined by the DOL. Envestnet has announced that it will enhance the level of integration ...

POWHATAN, Va. (PRWEB) February 07, 2018 - Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage ...

PIE Technologies, Inc., developer of the MoneyGuidePro goal-focused financial planning software package, said it expects to release a comprehensive upgrade on or about September 1. Dubbed MGP: G2 (The ...

Young planning software firm Advizr has managed to sustain itself and find a footing in a market long dominated by eMoney Advisor and MoneyGuidePro. Processing Content Now its fourth year and closing ...

MoneyGuidePro releases fifth-generation financial planning tool PIEtech's popular software helps advisers estimate health care costs, create more complex life insurance scenarios and run performance ...

PIEtech℠, Inc., the creator of the leading financial planning software, MoneyGuidePro®, today announced that it has entered into an exclusive relationship with Milliman Financial Risk Management, LLC ...

Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...

One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based ...