The Future of Financial Planning NOW Kevin Hughes PIEtech, Inc.

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Presentation transcript:

The Future of Financial Planning NOW Kevin Hughes PIEtech, Inc. Senior Enterprise Business Development PIEtech, Inc. Developers of

7+ MILLION PLANS CREATED We make financial planning better scalable software #1 PLANNING SOFTWARE 36% MARKET SHARE 7+ MILLION PLANS CREATED

We make financial planning about the client. GOALS CO-CREATION

Proven Results

Our solutions to get those results PLANNING SOFTWARE CLIENT ACQUISITION TRAINING SOLUTIONS

MGP:G4 – Empower Your Clients Facilitates a guided planning conversation that engages, educates and motivates clients so they are empowered to make better financial decisions Provides multiple conversations targeted to clients with different needs.

The Unenhanced Advisor The 1% Plannning & Investment Solution No planning Can’t Help Planning  MGP:G4 Full Service Planning Full Service Investment Management

The Bionic Advisor Low-Cost Investment Solution No planning Planning Can’t Help Planning  MGP:G4 Full Service Planning Robo Investing Full Service Investment Management

The MoneyGuidePro:G4 Advisor Low-Cost Planning Solution No planning Can’t Help Planning myMoneyGuide Lab Online Guided Planning Experience  MGP:G4 Full Service Planning Investing Robo Investing Full Service Investment Management

The MoneyGuidePro:G4 Advisor Low-Cost Planning Solution No planning Can’t Help Planning  MGP:G4 Client-Initiated Planning myMoneyGuide Lab Online Guided Planning Experience  MGP:G4 Full Service Planning Investing Robo Investing Full Service Investment Management

Integrate Advice Delivery throughout your Technology Platform

Performance Reporting C.R.M. Analysis ADVISOR INITIATED CLIENT INITIATED Vault Website Client Portal

contact Contact Us Kevin Hughes Senior Enterprise Business Development 804-744-5900 X: 131 Cell: 804-615-6542 khughes@moneyguidepro.com “Since my initial purchase in 2003, MoneyGuidePro continues to be the best technology decision I have ever made.” Ken Weingarten, MBA, CFP®, Weingarten Associates LLC