The Future ofFinancial Planning

NOW

Senior Enterprise Business DevelopmentKevin Hughes

PIEtech, Inc.Developers of

We make financial planningsoftwarebetterscalable

#1 PLANNING SOFTWARE

36% MARKET SHARE

7+ MILLION PLANS

CREATED

We make financial planning about the client.

GOALS CO-CREATION

Proven Results

PLANNING SOFTWARE

CLIENT ACQUISITION

TRAINING SOLUTIONS

Our solutions to get those results

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.

Can’t Help

The Unenhanced Advisor

No planning

MGP:G4Full Service

Planning

Planning

Full Service Investment Management

The 1% Plannning & Investment

Solution

Can’t Help

The Bionic Advisor

No planning

MGP:G4Full Service

Planning

Planning

Robo Investing Full Service Investment Management

Low-Cost Investment

Solution

Can’t Help

The MoneyGuidePro:G4 Advisor

No planning

MGP:G4Full Service

Planning

Planning

Robo Investing

Investing

Full Service Investment Management

Low-Cost Planning Solution

myMoneyGuide Lab Online Guided

Planning Experience

Can’t Help

The MoneyGuidePro:G4 Advisor

No planning

MGP:G4Full Service

Planning

Planning

Robo Investing

myMoneyGuide Lab Online Guided

Planning Experience

Investing

Full Service Investment Management

Low-Cost Planning Solution

MGP:G4Client-Initiated

Planning

Integrate Advice Delivery throughout your Technology Platform

ADVISOR INITIATED

CLIENT INITIATED

C.R.M.Performance Reporting

Analysis

Vault

Client PortalWebsite

Contact Us

“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

Kevin HughesSenior Enterprise Business Development804-744-5900 X: 131 Cell: 804-615-6542khughes@moneyguidepro.com