Developing the Next Generation of Estate Planning Software
Collaboration and integration are key factors of PieTechs latest venture. Working together with other industry leaders, the venture will focus on developing the next generation of legacy and estate planning software.
What Integration Can do for the Client Experience
Representatives from Riskalyze, MoneyGuidePro, Morningstar and Albridge share their different approaches to streamlining client experience, making their platforms user-centric and easy to understand.
Integrating Technology Tools for Financial Advisors
Financial advisors interested in using technology to help allocate client portfolios can preview demonstrations for products by several different companies that aim to integrate together tools for advisors.
MoneyGuidePro Takes on Financial Planning Industry Challenges
MoneyGuidePro Chief Growth Officer Kevin Hughes discusses company news, including the upcoming Blocks product and recently launched G5 update, as well as how the company is addressing challenges in the financial planning industry during the 2018 T3 Enterprise Conference.
Are Advisors Becoming Technologists?
As different generations come into the industry, advisors will likely need to embrace new technologies. Though it is important for advisors to understand how technology can enable success in their practice, Marc Butler says it’s not necessary for them to know the “nuts and bolts” of technology.
How Integration is Alleviating Fear
According to Kevin Hughes, any time you can mitigate data entry error, thats a good thing. This panel of experts weigh in on the various benefits of integration and how it helps solve pain points.
How Integration Elevates Client Relationships
Every practice is different, but what unites them is their desire to communicate efficiently and openly with their clients. This panel explains how their respective companies are using integration to generate conversations with clients.
The Importance of Integration
As everyone heads to the cloud, integration is becoming more important than ever. Kyle Van Pelt says these technologies add efficiency and make it easier to spend more time elsewhere, like with clients.
What Does Integration Really Mean?
The term integration gets thrown around a lot in the world of Fintech and though it is a buzzword, it holds tremendous importance. From connecting the client to the advisor, to optimizing consumer data and driving efficiency, this panel of experts explains the benefits of integration.
MoneyGuidePro Launches New Products
MoneyGuidePro is always ahead of the curve in financial planning software. Kevin Hughes discusses MoneyGuidePro's biggest product release of the year.
The Changing Environment of Financial Planning
Kevin Hughes, EVP, Sales at PIEtech, creator of MoneyGuidePro, discusses the changing landscape of the financial planning industry. Some of the key topics covered include: The unexpected positive impact of robos for advisors. Leveraging financial planning and automation to get the most from data. Finding the best digital balance in the advisor / client engagement to provide advice sooner. Defining the role of integrations to optimize an advisor’s practice. Helping new advisors embrace technology to create a cutting-edge practice, and seasoned advisors take advantage of technology to ensure future success. Banks as industry disruptors.