RIABiz

A perfect storm of factors -- including 'code' and 'annuities' -- made Jud Bergman pay Bob Curtis $500 million for MoneyGuidePro, plus $30 million to keep the MGP crew around a ...

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 ...
RIABiz

It took years to woo Bob Curtis to sell MoneyGuidePro but what Envestnet gets for its patience seem plenty worth it -- for both

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 ...
Business Wire

Creating A Platform of Choice: eMoney Advisor Announces Integration with MoneyGuidePro®

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 ...
Financial Advisor

Programs Eliminate Old Headaches

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 ...
InvestmentNews

eMoney and MoneyGuidePro take a second stab at an integration

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 ...
Financial Advisor

MoneyGuidePro(r) and MX(r) Partner to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

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 ...
Insurancenewsnet.com

Scottrade Advisor Services Rolls Out Special Promotion on MoneyGuidePro

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 ...
Insurancenewsnet.com

Envestnet | Tamarac Offers Goals-Based Reporting in Advisor View™ & Client Portal

CHICAGO, Oct. 20, 2016 /PRNewswire/ -- Envestnet | Tamarac (www.envestnet.com/tamarac) has rolled out a two-way integration with MoneyGuidePro ® as part of its ...
WealthManagement.com

Riskalyze, MoneyGuidePro Introduce New Tools at T3 Enterprise

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 ...
Financial Planning

Annuities meet planning software in MoneyGuidePro update

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 ...
planadviser.com

MoneyGuidePro Aligns Services With New Fiduciary Standard

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 ...