Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Envestnet acquires MoneyGuidePro for ...
Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular ...
Envestnet acquires MoneyGuidePro for $500 million, plus $30 million in retention bonuses. Bergman cites owning the 'code base' as key to the acquisition. Acquisition supports Envestnet's push into ...
Building on the late-summer launch of MoneyGuidePro’s G5 enhancements, including a health insurance estimate tool, parent company PIEtech is releasing two new versions of its flagship product. Called ...
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 the release of new integration enhancements with ...
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 ...
PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...
POWHATAN, Va.--(BUSINESS WIRE)--MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and ...
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 ...
Morgan Stanley Smith Barney plans to move all of its reps to the MoneyGuidePro financial planning application, according to industry sources. Meanwhile, MoneyGuidePro is unveiling a groundbreaking new ...
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 ...
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