POWHATAN, Va.--(BUSINESS WIRE)--PIEtech, Inc., creator of MoneyGuidePro®, the industry’s leading financial planning software, is pleased to announce the release of new integration enhancements with Schwab OpenView Gateway™ (Schwab), the flexible, open-architecture technology platform, enabling integration between Schwab systems and those of participating technology providers.
MoneyGuidePro and Schwab announced their relationship in 2013 and rolled out integration with Schwab’s custodial platform earlier this year. With the click of a button, the recent enhancement enables advisors who use Schwab’s PortfolioCenter Hosted solution to access multi-custodial account information within MoneyGuidePro. This extended functionality eliminates the need for manual data entry, saving advisors time and eliminating user errors.
“We are excited to extend the functionality of our integration with Schwab,” said Tony Leal, CTO of MoneyGuidePro. “The ability to pull data directly from PortfolioCenter adds significant value to our mutual customers. This enhancement expedites the planning process, strengthens plan quality and decreases advisor workload, affording advisors more time to focus on providing superior client service.”
“This expanded integration with MoneyGuidePro underscores Schwab’s commitment to helping advisors bring together the various technologies within their firms in order to deliver premier client service, demonstrate value and improve firm efficiencies,” said Brian Shenson, vice president of Advisor Technology Solutions, Schwab Advisor Services. “For RIAs who are using PortfolioCenter, high quality integration with providers like MoneyGuidePro means a comprehensive, multi-custodial view of the client’s assets which translates into a more customized [and precise] financial planning process.”
MoneyGuidePro will provide live demonstrations of the enhanced portfolio integration at the upcoming IMPACT® 2014 conference. To set up an appointment for a live demonstration with MoneyGuidePro at IMPACT®, please contact 1.800.841.5312.
About MoneyGuidePro®
MoneyGuidePro, innovated by PIEtech, Inc., is the industry’s leading financial planning software. MoneyGuidePro makes powerful, profitable planning easy, allowing financial advisors to help more clients achieve their financial goals. MoneyGuidePro provides college, retirement, estate and Social Security planning, investment and insurance needs analysis, technology integration and account aggregation. For more information on MoneyGuidePro visit, www.moneyguidepro.com
