PIEtech, Inc. ® Expands its MoneyGuide Platform to Meet Different Advisor Needs, Adds Two Powerful New Financial Planning Solutions

MoneyGuideElite and MoneyGuideOne are customized to sophisticated and new planners

POWHATAN, VA, Jan. 15, 2019 (GLOBE NEWSWIRE) -- MoneyGuide announced today the expansion of its financial planning platform comprised of a suite of products tailored to meet the individual needs of advisors – all advisors. Within this platform, the company announced the creation of two new products, MoneyGuideOne (“One”) and MoneyGuideElite (“Elite”), both of which are powered by its flagship offering, MoneyGuidePro® (“Pro”).

“There has never been a greater need for financial planning tools that allow advisors to focus on meaningful interactions with their clients,” said PIEtech co-CEO Bob Curtis. “With MoneyGuide, our solutions now build on one another, growing in scale right alongside an advisor’s planning capabilities and advice expertise.”

One is a streamlined version of Pro which enables advisors new to planning to create financial plans in minutes without compromising on quality. The product leverages Pro’s dynamic, goal-based planning technology and calculation engine behind the scenes, but with select, easy-to-navigate options and scenarios. One’s artificial intelligence capabilities empower advisors to provide smarter recommendations and guide clients towards the retirement lifestyle they envision.

Elite is an advanced planning product for advisors seeking to offer more sophisticated planning services. Comprised of features that go beyond Pro’s offering, Elite enables advisors to illustrate income distribution, analyze the benefits and tradeoffs of annuities in a plan, and uncover a new way to protect a clients’ plan through an advanced lifetime protection module.

Key features include:

  • Advanced Lifetime Protection: Elite provides advisors with a new approach to planning through analyzing lifetime insurance needs to help protect the lifestyles of clients and their families. Advisors can modify detailed assumptions based on each scenario to create meaningful strategies that solve client needs, leveraging Elite’s artificial intelligence capabilities to automatically solve a strategy. Elite is integrated with industry-leading insurance providers so clients can quickly begin the protection process. 
  • Total Income Modeling: With Total Income, advisors can show clients how their income will flow in a more streamlined, interactive way than ever before. Advisors can examine a client’s retirement distribution while testing for market volatility, changes in social security timing and life expectancy. Advisors can easily demonstrate where money is coming from during the distribution phase of a client’s life cycle.
  • Secure Income Modeling: Advisors can clearly identify the gap between secure income and essential expenses in retirement through Secure Income Modeling. Advisors can examine the benefits and trade-offs of an annuity solution by incorporating the features of these complex instruments directly into a Monte Carlo result.

“One, Pro and Elite offer advisors the runway of their choice to move up the value chain and grow with their financial planning software, enabling them to offer higher value services that result from the combination of great advice, planning and software,” said PIEtech chief growth officer Kevin Hughes. “These tailored solutions will enable all advisors to offer quality financial plans, supplying them with the right tools to do so. Clients come to advisors with varying levels of complex financial solutions, and these latest additions will provide even more flexibility, all supported by our industry-leading engine.”

MoneyGuideOne and MoneyGuidePro are available to purchase now for an individual license with additional options available for team licensing and institutions. Interested users in MoneyGuideOne can also attend a webinar on Wednesday, January 23 from 4-5 pm EST by signing up here

MoneyGuideElite will be made available in the coming months. For more information on MoneyGuide, or to learn more about its suite of products, please visit www.moneyguidepro.com.


About  PIEtech, Inc.

PIEtech is focused on helping more Americans control their financial future and security by planning for it. Headquartered in Powhatan, VA, PIEtech is the creator of MoneyGuide financial planning platform tailored to meet the needs of individual advisors. For more information on MoneyGuide’s powerful planning solutions, visit www.moneyguidepro.com


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