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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. 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

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  1. The Future of Financial Planning with Chadwick W. Blythe VP of Sales and Business Development PIEtech, Inc.

  2. What is MoneyGuidePro? • Financial Planning Software • Cloud Based • Goal Based • Best of Breed • Core Planning

  3. Core Planning Application Simple Sophisticated Too Much Money No Money • Easy to Use, Goal – Focused Planning • Retirement, College, Lifestyle Goals • Allocation, Insurance, Basic Estate

  4. What’s New? Released July 2012

  5. The Importance of Financial Planning

  6. The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Better Communication

  7. The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Client Retention

  8. The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Discovery of Assets

  9. The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Industry Trends

  10. 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

  11. Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering

  12. Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering Built-in Sophistication and Intelligence

  13. Why Isn’t Financial Planning Successful For Everybody? Smartness Accessibility Centering Built-in Sophistication and Intelligence

  14. 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

  15. 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.

  16. 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

  17. Why Isn’t Financial Planning Successful For Everybody? Risk Profile IPS Smartness Accessibility Centering FPS Analytics Rebal-ancing CRM PMS Forms Doc. Mgmt.

  18. Why Are These Trends Important To You? Attainment and Retention of Clients

  19. Why Are These Trends Important To You? Recruitment and Retention of Quality Advisors

  20. Recruitment and Retention of Quality Advisors Financial Planning Magazine

  21. Recruitment and Retention of Quality Advisors Advisors4Advisors Investment News

  22. Financial Planning Software Used, by Revenue Source: Financial Planning’s 2011 Technology Survey n=2,532 (Base = respondents using financial planning software)

  23. Who Uses MoneyGuidePro? 5 Years 9 Years 2012 15 Years 15 Years 10 Years 10 Years

  24. 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

  25. Emphasis on Servicing Your Advisors Support and training

  26. Aggressive and Fundamental Integration Strategy

  27. 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

  28. 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

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