FinFolio - MoneyGuidePro®

Push accounts and key calculations to your financial planning software

money-guide-pro-logo

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.

Let's chat

 

finfolio-3-1024-lock.png

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.

piesync_logo.png

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.

asterisk.png

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

 
© 2024 FinFolio Inc.