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The Future of Financial Planning with. Chadwick W. Blythe VP of Sales and Business Development PIEtech, Inc. What is MoneyGuidePro?. Financial Planning Software Cloud Based Goal Based Best of Breed Core Planning. Core Planning Application.

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the future of financial planning with

The Future of Financial Planning with

Chadwick W. Blythe

VP of Sales and Business Development

PIEtech, Inc.

slide2

What is MoneyGuidePro?

  • Financial Planning Software
      • Cloud Based
      • Goal Based
      • Best of Breed
      • Core Planning
slide3

Core Planning Application

Simple Sophisticated

Too Much Money

No Money

  • Easy to Use, Goal – Focused Planning
    • Retirement, College, Lifestyle Goals
    • Allocation, Insurance, Basic Estate
slide4

What’s New?

Released July 2012

slide7

The Importance of Financial Planning

Better Communication

Client Retention

Discovery of Assets

Industry Trend

Wallet Share

Better Communication

slide8

The Importance of Financial Planning

Better Communication

Client Retention

Discovery of Assets

Industry Trend

Wallet Share

Client Retention

slide9

The Importance of Financial Planning

Better Communication

Client Retention

Discovery of Assets

Industry Trend

Wallet Share

Discovery of Assets

slide10

The Importance of Financial Planning

Better Communication

Client Retention

Discovery of Assets

Industry Trend

Wallet Share

Industry Trends

slide11

The Importance of Financial Planning

Better Communication

Client Retention

Discovery of Assets

Industry Trend

RegisteredRep: Retirement Advisors Win Wallet Share

http://registeredrep.com/wealthmanagement/retirementplan/finance_retirement_advisors_win_0520/index.html

Wallet Share

slide13

Why Isn’t Financial Planning Successful For Everybody?

Smartness

Accessibility

Centering

Built-in Sophistication and Intelligence

slide14

Why Isn’t Financial Planning Successful For Everybody?

Smartness

Accessibility

Centering

Built-in Sophistication and Intelligence

slide15

Why Isn’t Financial Planning Successful For Everybody?

Smartness

Accessibility

Centering

  • Automatically recommend strategies
  • Automatically update plans
  • Automatically testing plans for assumption sensitivity
  • Embedded, on-demand assistance to clients
  • Automatically generating contact to client without the Advisor
slide16

Why Isn’t Financial Planning Successful For Everybody?

Smartness

Accessibility

Centering

  • Everyone will have access to high quality financial planning software
    • Every broker
    • Every banker
    • Every advisor
    • Every accountant
    • Every Client?
  • Engage more consumers in the financial planning process and make them better informed potential clients.
slide17

Why Isn’t Financial Planning Successful For Everybody?

Smartness

Accessibility

Centering

Financial Planning

Hub of

Relationship

Hub of

Relationship

CRM

Portfolio Management

Hub of

Data Management

slide18

Why Isn’t Financial Planning Successful For Everybody?

Risk Profile

IPS

Smartness

Accessibility

Centering

FPS

Analytics

Rebal-ancing

CRM

PMS

Forms

Doc. Mgmt.

slide19

Why Are These Trends Important To You?

Attainment and Retention of Clients

slide20

Why Are These Trends Important To You?

Recruitment and Retention of Quality Advisors

slide22

Recruitment and Retention of Quality Advisors

Advisors4Advisors

Investment News

slide23

Financial Planning Software Used, by Revenue

Source: Financial Planning’s 2011 Technology Survey n=2,532 (Base = respondents using financial planning software)

slide24

Who Uses MoneyGuidePro?

5 Years

9 Years

2012

15 Years

15 Years

10 Years

10 Years

slide25

Where Does Our Popularity Come From?

Plan Better

Invest Smarter

Enjoy Life More

Located in Powhatan, VA

15+

Years of Innovation

1

And only product

40

Employees

35+

Integrations Partners

We are Financial Planning Specialists

93 Institutions

slide28

What’s on the Horizon?

  • Even More Integrations
    • New Types of Integrations
      • Two-Way – Data gathering example
      • Occupy Real Estate – eMoney example
  • Cash Bucketing Strategies
  • Client-Facing Version MoneyGuidePro
slide29

One-Page Data Gathering Form

  • Input the Basics
    • Personal Information
    • Retirement Income
    • Investment Assets
    • Risk Score
    • Output is a quality Financial Plan
    • that took five minutes