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 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 ...
MoneyGuidePro and eMoney have tried this integration before, after eMoney's founder and former chief executive Edmond Walters announced in February the company would be integrating with 28 other ...
ORLANDO, Fla.--(BUSINESS WIRE)--eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, today announced the integration of MoneyGuidePro’s ...
Broker/dealers and large RIAs face a unique set of challenges when it comes to technology. Representatives and regulators demand more, margins get squeezed, and executives worry about not only what ...
I just returned from a comprehensive demonstration of the beta version of MoneyGuidePro version 4.0, the goal-based, collaboration-enabled ASP financial planning program offered by PIE Technologies ...
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 ...
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 ...
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 ...
CHICAGO, Oct. 20, 2016 /PRNewswire/ -- Envestnet | Tamarac (www.envestnet.com/tamarac) has rolled out a two-way integration with MoneyGuidePro ® as part of its ...
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 ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results