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

2. 7+ MILLION PLANS CREATED
We make financial planning
better
scalable
software
#1 PLANNING SOFTWARE
36% MARKET SHARE
7+ MILLION PLANS CREATED

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

5. Proven Results

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

7. 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.

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

9. 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

10. 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

11. 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

12. Integrate Advice Delivery throughout your Technology Platform

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

15. contact Contact Us Kevin Hughes Senior Enterprise Business Development
X: Cell:
“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