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 ...
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 ...
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 ...
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 ...
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 ...
PIEtech, Inc. (Powhatan, VA) – CliftonLarsonAllen (CLA), a leading professional services firm, has teamed with PIEtech℠, the creator of MoneyGuidePro® – the leading financial planning software, to ...
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