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

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Presentation on theme: "The Future of Financial Planning with Chadwick W. Blythe VP of Sales and Business Development PIEtech, Inc."— Presentation transcript:

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

4 Released July 2012 What’s New?

5

6 The Importance of Financial Planning

7 Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share Better Communication

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

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

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

11 The Importance of Financial Planning Better Communication Client Retention Discovery of Assets Industry Trend Wallet Share RegisteredRep: Retirement Advisors Win Wallet Share

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

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 Built-in Sophistication and Intelligence

15 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

16 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.

17 Smartness Accessibility Centering Why Isn’t Financial Planning Successful For Everybody? Financial Planning CRM Portfolio Management Hub of Relationship Hub of Relationship Hub of Data Management

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

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

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

21 Financial Planning Magazine Recruitment and Retention of Quality Advisors

22 Advisors4Advisors Investment News Recruitment and Retention of Quality Advisors

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

24 Who Uses MoneyGuidePro? 10 Years 15 Years 5 Years 9 Years 10 Years15 Years 2012

25 We are Financial Planning Specialists Plan Better Invest Smarter Enjoy Life More Located in Powhatan, VA 40 Employees 15+ Years of Innovation 1 And only product 93 Institutions 35+ Integrations Partners Where Does Our Popularity Come From?

26 Support and training Emphasis on Servicing Your Advisors

27 Aggressive and Fundamental Integration Strategy

28  Even More Integrations  New Types of Integrations  Two-Way – Data gathering example  Occupy Real Estate – eMoney example  Cash Bucketing Strategies  Client-Facing Version MoneyGuidePro What’s on the Horizon?

29 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

30 Internal slide Countdown starts Kevin creates Zoomer plan in MGP Social Security Portfolio Probability Matrix


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