Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Key Points Envestnet acquires ...

PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...

POWHATAN, Va.--(BUSINESS WIRE)--MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and ...

Envestnet acquires MoneyGuidePro for $500 million, plus $30 million in retention bonuses. Bergman cites owning the 'code base' as key to the acquisition. Acquisition supports Envestnet's push into ...

MoneyGuidePro has added a tool to its flagship software that allows advisors to automate ongoing actions they and clients must take to reach goals set in a financial plan. The new feature, Executive ...

Broker/dealers and large RIAs face a unique set of challenges when it comes to technology. Representatives and regulators demand more, margins get squeezed, and executives worry about not only what ...

PIEtech, Inc., maker of the popular planning software product MoneyGuidePro, has settled a patent infringement lawsuit brought against it and UBS Financial Services by its competitor, Wealthcare ...

Scottrade Advisor Services has agreed to license MoneyGuidePro financial planning software on an enterprise basis for its advisors. "We've worked with the folks at MoneyGuidePro for months in order to ...

Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...

DENVER, March 22, 2017 /PRNewswire/ -- Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment ...

PIEtech Inc., maker of the goal-focused financial planning software MoneyGuidePro, today announced the launch of Executive Summary, an interactive tool that allows advisers to automate the review of ...

This isn't surprising given the significant value RightCapital has baked into its platform, offering users robust planning, account aggregation, and client portal features with numerous software ...