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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. Core Planning Application.
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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
Core Planning Application Simple Sophisticated Too Much Money No Money • Easy to Use, Goal – Focused Planning • Retirement, College, Lifestyle Goals • Allocation, Insurance, Basic Estate
What’s New? Released July 2012
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 RegisteredRep: Retirement Advisors Win Wallet Share http://registeredrep.com/wealthmanagement/retirementplan/finance_retirement_advisors_win_0520/index.html 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.
Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering Financial Planning Hub of Relationship Hub of Relationship CRM Portfolio Management Hub of Data Management
Why Isn’t Financial Planning Successful For Everybody? Risk Profile IPS Smartness Accessibility Centering FPS Analytics Rebal-ancing CRM PMS Forms Doc. Mgmt.
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
Recruitment and Retention of Quality Advisors Financial Planning Magazine
Recruitment and Retention of Quality Advisors Advisors4Advisors Investment News
Financial Planning Software Used, by Revenue Source: Financial Planning’s 2011 Technology Survey n=2,532 (Base = respondents using financial planning software)
Who Uses MoneyGuidePro? 5 Years 9 Years 2012 15 Years 15 Years 10 Years 10 Years
Where Does Our Popularity Come From? Plan Better Invest Smarter Enjoy Life More Located in Powhatan, VA 15+ Years of Innovation 1 And only product 40 Employees 35+ Integrations Partners We are Financial Planning Specialists 93 Institutions
Emphasis on Servicing Your Advisors Support and training
What’s on the Horizon? • Even More Integrations • New Types of Integrations • Two-Way – Data gathering example • Occupy Real Estate – eMoney example • Cash Bucketing Strategies • Client-Facing Version MoneyGuidePro
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