FinFolio - MoneyGuidePro®

Push accounts and key calculations to your financial planning software

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MoneyGuidePro®, created by PIEtech®, is dedicated to making goal-based financial planning efficient and approachable. They provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.

MoneyGuidePro® pulls holding information from FinFolio to display on their financial planning site. Once the FinFolio® team sets up this integration it happens in real time, ensuring current information displays.

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About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

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About MoneyGuidePro

Our belief: Everyone needs and deserves a quality financial plan.® PIEtech® is dedicated to this mission – and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

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Features

Top features:

  • See current data on both sites
  • See your financial plans in the context of current account activity
  • Save time spent on data entry
  • Avoid manual errors
  • Set it and forget it

 
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