Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Key Points Envestnet acquired PIETech, ...

PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...

RightCapital secured $3.7 million in new funding to challenge industry leaders MoneyGuidePro and eMoney. Targeting a 'Goldilocks' niche provides cloud-based planning that balances sophisticated tax ...

POWHATAN, VA--(Marketwired - Sep 10, 2013) - MoneyGuidePro, the originator and leader in goal-focused financial planning, has today announced the launch of Executive Summary, an interactive tool in ...

Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular ...

POWHATAN, Va.--(BUSINESS WIRE)--MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and ...

PIEtech, Inc., maker of the popular planning software product MoneyGuidePro, has settled a patent infringement lawsuit brought against it and UBS Financial Services by its competitor, Wealthcare ...

Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...

Broker/dealers and large RIAs face a unique set of challenges when it comes to technology. Representatives and regulators demand more, margins get squeezed, and executives worry about not only what ...

PIE Technologies, Inc., developer of the MoneyGuidePro goal-focused financial planning software package, said it expects to release a comprehensive upgrade on or about September 1. Dubbed MGP: G2 (The ...

Scottrade Advisor Services has agreed to license MoneyGuidePro financial planning software on an enterprise basis for its advisors. "We've worked with the folks at MoneyGuidePro for months in order to ...