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FINANCIAL MANAGEMENT
PIEtech MoneyGuidePro Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as a SaaS solution that requires no additional hardware.
Customer Focus
Vendor works with midsize, large and multi-national enterprises.
Select Customers
MorganStanley SmithBarney, JPMorganChase, SunTrust, Raymond James, BMO
About MoneyGuidePro
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, platform can integrate with Yodlee to streamline the flow of all financial data.
About the Company
PIEtech was founded in 1985 and is headquartered in Virginia.
MoneyGuidePro Key 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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