The Future of Financial Planning with Chadwick W. Blythe VP of Sales and Business Development PIEtech, Inc.

What is MoneyGuidePro? Financial Planning Software  Cloud Based  Goal Based  Best of Breed  Core Planning

No Money Too Much Money Simple Sophisticated Easy to Use, Goal – Focused Planning Retirement, College, Lifestyle Goals Allocation, Insurance, Basic Estate Core Planning Application

Released July 2012 What’s New?

The Importance of Financial Planning

Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Better Communication

The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Client Retention

The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Discovery of Assets

The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Industry Trends

The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share RegisteredRep: Retirement Advisors Win Wallet Share

Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering

Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering Built-in Sophistication and Intelligence

Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering Built-in Sophistication and Intelligence

Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering  Automatically recommend strategies  Automatically update plans  Automatically testing plans for assumption sensitivity  Embedded, on-demand assistance to clients  Automatically generating contact to client without the Advisor

Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering Everyone will have access to high quality financial planning software  Every broker  Every banker  Every advisor  Every accountant  Every Client? Engage more consumers in the financial planning process and make them better informed potential clients.

Smartness Accessibility Centering Why Isn’t Financial Planning Successful For Everybody? Financial Planning CRM Portfolio Management Hub of Relationship Hub of Relationship Hub of Data Management

Smartness Accessibility Centering Why Isn’t Financial Planning Successful For Everybody? FPS CRM PMS Analytics IPS Rebal- ancing Risk Profile Doc. Mgmt. Forms

Why Are These Trends Important To You? Attainment and Retention of Clients

Why Are These Trends Important To You? Recruitment and Retention of Quality Advisors

Financial Planning Magazine Recruitment and Retention of Quality Advisors

Advisors4Advisors Investment News Recruitment and Retention of Quality Advisors

Source: Financial Planning’s 2011 Technology Survey n=2,532 (Base = respondents using financial planning software) Financial Planning Software Used, by Revenue

Who Uses MoneyGuidePro? 10 Years 15 Years 5 Years 9 Years 10 Years15 Years 2012

We are Financial Planning Specialists Plan Better Invest Smarter Enjoy Life More Located in Powhatan, VA 40 Employees 15+ Years of Innovation 1 And only product 93 Institutions 35+ Integrations Partners Where Does Our Popularity Come From?

Support and training Emphasis on Servicing Your Advisors

Aggressive and Fundamental Integration Strategy

 Even More Integrations  New Types of Integrations  Two-Way – Data gathering example  Occupy Real Estate – eMoney example  Cash Bucketing Strategies  Client-Facing Version MoneyGuidePro What’s on the Horizon?

One-Page Data Gathering Form Input the Basics  Personal Information  Retirement Income  Investment Assets  Risk Score Output is a quality Financial Plan that took five minutes

Internal slide Countdown starts Kevin creates Zoomer plan in MGP Social Security Portfolio Probability Matrix