POWHATAN, Va.--(BUSINESS WIRE)--PIEtech, Inc., innovator of MoneyGuidePro®, the industry’s leading financial planning software, today launched three new integrated financial applications powered by Yodlee®. Available through MoneyGuidePro’s SMART Portal, the apps include automated capabilities to view recent transactions, analyze spending, and create budgets – across multiple bank and credit card accounts – to help investors understand and proactively manage their financial health.
“Since we began offering Yodlee through our SMART Portal, our advisors and clients have expressed a desire for a personal financial management (PFM) tool within their financial plans,” said Kevin Knull, CFP®, President of PIEtech, Inc. "Now, by leveraging the capabilities of Yodlee’s PFM tool, our subscribers can offer an intuitive interface to their clients, bringing both attention and clarity to an often-overlooked subject: monthly expenses and cash flow.”
Powered by Yodlee, the platform behind hundreds of innovative direct-to-consumer financial offerings and apps, these tools allow investors to manage their spending while accessing their financial plan via MoneyGuidePro’s SMART Portal. The expense analysis app enables investors to categorize and track expenses in real time. Access to individual transactions gives investors a 360 degree view of their activity across all accounts in one convenient location, so they always know where they stand. Furthermore, the budget app helps investors to define goals for each spending category to easily monitor their monthly cash flows and expenditures via the attractive, user-friendly interface.
All MoneyGuidePro advisors who have a subscription to Yodlee aggregation will be able to offer these robust personal financial management capabilities to their clients.
“The use of digital money management tools and apps has grown exponentially the last few years, helping millions of consumers become more aware of their financial health and create smarter spending habits,” said Bill Parsons, Chief Customer Officer at Yodlee. “We are thrilled to leverage our depth of wealth data access to bring these powerful capabilities to investors via MoneyGuidePro’s SMART Portal, demonstrating a shared vision to create greater financial wellness across the U.S.”
For more information about MoneyGuidePro’s new personal financial management apps, visit www.moneyguidepro.com/home/yodlee.
Yodlee (NASDAQ: YDLE) is a leading technology and applications platform powering dynamic, cloud-based innovation for digital financial services. More than 750 companies, including 9 of the 15 largest U.S. banks and hundreds of Internet services companies, subscribe to the Yodlee platform to power personalized financial apps and services for millions of consumers. Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and deepen customer engagement.
Yodlee is headquartered in Redwood City, CA with global offices in London and Bangalore. For more information, visit www.yodlee.com.
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.
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