MoneyGuidePro Powerful, Profitable Planning Made Easy (PDF)

We believe every investor needs and deserves a
high-quality financial plan and that every advisor should
have the means to provide it. Because MoneyGuidePro is
smart, easy-to-use and adaptable, you can now provide
a profitable planning experience for every client.

About Us

5,000,000+

#1

PLANS CREATED

FINANCIAL PLANNING
SOFTWARE

Since our founding 14 years
ago, over 5 million plans
have been created with
over 3 trillion in assets.

For seven years, our
software has been named
the number one financial
planning
software
by
advisors.

#1

INNOVATOR
•
•
•

Creator of sophisticated
goal-based planning
On the cloud since 2001
3rd generation design

Some of Our Clients

MoneyGuidePro® is a registered trademark of PIEtech, Inc. All rights reserved.
© 2015 PIEtech, Inc. All rights reserved.

Page 3

Why should you consider MoneyGuidePro®?
For the same reason it has been advisors’ financial planning software of choice for seven straight years,
according to Financial Planning Magazine’s 2015 Tech Survey. Advisors tell us that it is not simply the ease
of use that has kept us at the top—it is because we have led the industry in innovation with unique client
engagement. Simply put, we make financial plans more meaningful to the client. This ultimately translates to
stronger relationships with your clients. Let MGP guide your planning to a new level!
1. IMPACT TO REVENUE

2. IMPACT TO ADDITIONAL REVENUE

Advisors who created 10 or more plans
increased their revenue by 56%.

Advisors who incorporated MoneyGuidePro
saw significant revenue increases in all of their
product offerings.

56% Growth in Revenue

$1,400,000

$1,200,000

$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000

$771,000

>10
Plans

<10
Plans

Insurance
and Annuities

$0
A: T-12 Revenue
<10 plans

Structured
Products

Alternative
Investments

Advisory

10> plans

3. IMPACT TO NET NEW ASSETS

4. IMPACT TO REFERRALS

Advisors who created 10 or more plans
experienced a 317% increase in net new
money per advisor.

Clients who received a plan prepared by the
firm were 75% more likely to refer their advisor.

YES

75%

$2.8 million

NO

$670,000

$ 0

$ 1,000,000

,
$ 2,000,000

$ 3,000,000

25%

5. IMPACT TO WALLET SHARE

6. IMPACT TO RELATIONSHIPS

Over 85% of the advisors who delivered a firm
prepared plan reported a boost in wallet share.

Over 90% of the clients who received a firm
prepared plan felt that their advisor had taken
the time to get to know them and their financial
situation.
100%
90%

90%

90%
Prepared
In-House

80%
70%
60%

85%
Prepared
By Firm

70%
64%

64%
Prepared
at Other
Firm

50%
40%
30%

70%
No Plan

20%
10%
0%
Plan Prepared in House (Opportunity)

Plan Prepared at Other Firm (Risk)

No Plan

*Statistics are based on an independent study of five MoneyGuidePro firms’ 2013 performance.
Page 4

© 2015 PIEtech, Inc. All rights reserved.

Licensing Options
The type of license you choose is very important and our knowledgeable account managers can help you
find the right fit for your firm or individual practice. We will help you address important questions such as:
Who controls the data? What happens to client information when there is a change of firm or advisor? Who
determines capital market assumptions, settings and configurations? We will make sure that you get just
what you need to start planning with confidence.
All subscribers receive the benefit of our standard integrations. For Enterprise licenses we will be happy to
discuss additional custom integrations to further increase efficiencies.

Enterprise License
Who is it right for?

For firms of 25 or more advisors who want advanced reporting, integration, and
practice management. This is a highly customizable retail solution.

1

Pricing (annual, per advisor)2

Contact the MoneyGuidePro Enterprise Sales Team at 1.844.743.7526 or
enterprise@moneyguidepro.com.

Yodlee® pricing (annual)3

$365 per advisor

Assistant logins permitted

Unlimited

Data ownership

Determined by firm

Training and support

All authorized users

Client portal

Included

Standard integrations

Included

Report vault

Included

Outstanding service

Included

Advisor-facing calculators

Included

Report configuration

Included

Custom Logo

Included

Custom portfolios

Included

Compliance controls

Advanced

System usage reports

Included

Dedicated MGP manager

Included

Dedicated MGP analyst

Available

Report customization

Available

Branding customization

Available

Custom integration

Available

Client-facing calculators

Available

1

1
Our terms of service require each licensed advisor using our software to have a software license. Your assistants do not need to have
licenses, but we will create additional logins to protect the integrity of your data.
2
Pricing valid through 2015.
3
Yodlee pricing is for 100 clients. Additional clients will be billed at $3.00 each per year.

© 2015 PIEtech, Inc. All rights reserved.

Page 5

Products & Services
All MoneyGuidePro subscriptions come with our outstanding service and training. Many of our
subscribers are looking for additional ways to differentiate themselves in a crowded marketplace.
We have the tools that can help. Whether you are just starting out with us, are concerned about
standardization across your firm, or are a veteran MoneyGuidePro user, we have solutions to help
you and your firm.
Cloud-based

iPad®/Tablet Compatible

All Major Browsers

Safari®

Explorer®

Firefox®

Chrome®

Products

Description

Benefit

MoneyGuidePro

Sophisticated financial planning software
that is easy to use as well as to collaborate
with clients.

•

Our seamlessly integrated platform will help
you create better plans, increase efficiency, and
engage your clients.

MoneyGuideCalculators

Simplified tools to help curious prospects
and clients find answers to their questions.

•

Engage your customers with simple, self-service
solutions that can be integrated into your
website.

Yodlee Aggregation

Aggregation service provided by the
pioneers of aggregation—and the original
engine behind Mint.com®.

•

Find all your clients’ assets, including those held
away.

•

Offers you a scalable way to attract new
prospects and uncover new assets.
Can be offered to employers as a benefit to
employees.

Client Acquisition Services
myMoneyGuide

A modern, engaging approach to client
acquisition.

•

Training Services

Page 6

MoneyGuideLive

Live, core and advanced training in a
hands-on or web-based environment.
Advisors learn and share best practices.

•
•

Standardize proficiency among your advisors.
Jump start or increase adoption quickly.

MoneyGuide Consulting

Custom consulting for high-performing
teams.

•

A specialized resource to evaluate existing
practices, increase adoption, audit existing
plans and assumptions, and share best practices
applicable to the firm.

MoneyGuide Certification
(coming soon)

Online, self-paced learning to ensure
proficiency of plan creation and delivery.

•

Standardize software knowledge across all
advisors and their assistants.
Provides a certification to demonstrate
competency—particularly for compliance
purposes.

•

© 2015 PIEtech, Inc. All rights reserved.

Integration
While we strongly urge our clients to be the “hub” for all of their data/systems, we will customize your
integrations to meet your needs—from creating a seamless integration with your firm’s platform to providing
the linkage for the many systems you use in your practice. For additional integrations, please let us know
what you are trying to achieve—we like adding to this list.

Strong integrations result in optimal efficiencies and improved plan quality.
Back Office Examples
American Portfolios

Custodial Trading
Fidelity NFS/Streetscape

Bank of the West

The Mutual Fund
Store

Cetera

NFP

Pershing/NETX360

JP Morgan Chase

Oppenheimer

Schwab Advisor Center™

Commonwealth

Raymond James

Scottrade Advisory Services

CUNA

Securities America

TD Ameritrade Veo®

D.A. Davidson

Sigma/Parkland

TradePMR

Infinex

Sterne Agee

ING

SunTrust

Laird Norton

UBS

Loring Ward

United Capital

Morgan Stanley

Ziegler

Fidelity Wealth Central

CRM
Advisor’s Assistant
AppCrown
Investigo
Ebix
Grendel
Interactive
Advisory Software
Junxure
Junxure Cloud
Microsoft
Dynamics
(Custom/
Enterprise)
Morningstar® Office

Pareto Platform
ProTracker
Advantage
Redtail
Salesforce
(Custom/
Enterprise)
Skience
Tamarac Advisor
CRM
Upswing
XLR8

Account Aggregation
Albridge
AllDataAdvisor (CashEdge)

Investment Policy Statement

Aqumulate
Baer Software
Blueleaf

fi360

ByAllAccounts

IPS Advisor Pro

eMoney
Grendel
Wealth Access
Yodlee®

Portfolio Analytics
AdvisoryWorld

Client Portal/Vaulting
Advisor Products
Aqumulate
Blueleaf
ByAllAccounts
Grendel
Junxure
Wealth Access

© 2015 PIEtech, Inc. All rights reserved.

fi360

Portfolio Management/Performance

HiddenLevers
Morningstar® Advisor Workstation℠

Advent
Albridge
Advisors Assistant
AssetBook
Black Diamond

Interactive
Advisory Software
Morningstar®
Principia®/CAMS
Morningstar® Office

Broadridge

Orion Advisory
Service

BridgePortfolio

Panoramix

Blueleaf

Portfolio Director

Envestnet

Schwab Portfolio
Center Hosted™

Page 7

Feature Index
Exclusive Mobile
Interactive Tools

Exclusive Financial
Planning Features

Risk Management

p. 10 SMART Portal

p. 14 Yodlee Aggregation

p. 33 Life Insurance Needs Analysis

p. 11 My Snapshot

p. 26 SuperSolve

p. 33 Long-Term Care Needs Analysis

p. 12 Play Zone

p. 24 Results Summary

p. 33 Disability Needs Analysis

p. 19 Executive Summary Highlights

p. 27 What If Worksheet

p. 34 Estate Planning and Flowchart

p. 13 What Are You Afraid Of?

p. 28 Social Security Maximization

p. 32 Bear Market Test (Risk Capacity)

p. 17 College Calculator

p. 29 Retirement Cash Flow Chart

®

®

p. 30 Portfolio Probability Matrix
Client Portal
p. 10 SMART Portal
p. 11 My Snapshot
p. 12 Play Zone

®

p. 19 Executive Summary Highlights
p. 13 What Are You Afraid Of?
p. 36 Star Track

p. 25 Smart Calc
p. 23 Loss Tolerance (Risk Tolerance)
p. 37 Retirement ZoomerTM
p. 16 Health Care SMART Goal
p. 21 Auto Retirement Goal
p. 22 Special Assets
p. 20 Goal Builder
p. 31 Bucketing Strategies

Dynamic
Presentation & Reporting

Client-Advisor
Communication

p. 10 SMART Portal

p. 35 Custom Report Engine

p. 18 Presentation Mode

p. 36 Star Track

Planning Strategies
Immediate Annuity
72(t) Distribution
Roth Conversion
NUA Sell
NUA Hold
GMWB
Document Management
p. 35 Client/Advisor Report Vault

p. 19 Executive Summary
p. 35 Custom Report Engine
Native Account
Aggregation
p. 14 Yodlee

Standardization

Settings/Online Help

Capital Market Assumptions

p. 37 My Way®

Other Settings and Assumptions

p. 38 SmartAlex®

See MoneyGuidePro in action
Click the “Interactive Sample” button at www.moneyguidepro.com to explore an example of a
Financial Goal Plan in MoneyGuidePro. You can navigate through a live version of the software in
view-only mode. It includes all modules, a sample report, and My Snapshot (page 11) just as you
would share it with your client through SMART Portal (page 10).

Page 8

© 2015 PIEtech, Inc. All rights reserved.

Features