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FINANCIAL MANAGEMENT

PIEtech MoneyGuidePro Review

Product Snapshot

Pricing

Pricing starts at $1,295 a year.

Technology

PIEtech MoneyGuidePro is available as a SaaS solution that requires no additional hardware.

Customer Focus

PIEtech works with multinational, enterprise and mid-sized customers.

Selected Customers

MorganStanley SmithBarney, JPMorganChase, SunTrust, Raymond James, BMO

About PIEtech MoneyGuidePro

PIEtech MoneyGuidePro PIEtech MoneyGuidePro is a financial planning software solution that bankers can use to forecast their location’s profitability across the year. As customers come in with requests for college, healthcare and retirement planning, the program can start to establish financial milestones and goals for clients. For instance, users can plan around a customer’s age goal for retiring, calculate healthcare expenses and suggest ways to offset college costs. The system can then put all these plans into a calculator and assess the financial risks that come with them. Users can make goal changes and pull up client progress in real-time, and the product tracks how new incoming plans can affect a bank’s overall financial forecast. Lastly, MoneyGuidePro can integrate with Yodlee to streamline the flow of all financial data.

About PIEtech
PIEtech was founded in 1985 and is headquartered in Virginia.

PIEtech MoneyGuidePro Features

  • SaaS financial planning software solution
  • Designed for bankers
  • Sets financial goals for proposed college, healthcare and retirement plans
  • Assesses all risks involved with loans
  • Provides recommendations on ways to offset risk
  • Tracks how new plans may impact a bank’s overall financial forecasts
  • Works directly with Yodlee to maintain financial data

 

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