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March 20, 2012. PIEtech, Inc. CONFIDENTIAL Copyright 2012 At some point, you’ll provide a core Technology Platform Your Platform will include Financial.

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Presentation on theme: "March 20, 2012. PIEtech, Inc. CONFIDENTIAL Copyright 2012 At some point, you’ll provide a core Technology Platform Your Platform will include Financial."— Presentation transcript:

1 March 20, 2012

2 PIEtech, Inc. CONFIDENTIAL Copyright 2012 At some point, you’ll provide a core Technology Platform Your Platform will include Financial Planning. Because you know that quality planning increases: Revenues Retention Profitability

3 PIEtech, Inc. CONFIDENTIAL Copyright 2012 The SMART, easy and safe choice for Financial Planning

4 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro Past and Future G1  G3

5 PIEtech, Inc. CONFIDENTIAL Copyright 2012 What Happens to Software Over Time? You’re familiar with Risk vs Return trade-offs

6 PIEtech, Inc. CONFIDENTIAL Copyright 2012 What Happens to Software Over Time? With software it’s a trade-off between Features and Ease-of-Use. Easy Ease of Use Hard Features

7 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1  G3 2001

8 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1  G3 We needed a new Generation of MGP It was time to re-evaluate & re-invent : −Make it easier to use −Improve features based upon true usage, not theory. −Update technology

9 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1  G3 2008

10 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MGP: G2 Works for Almost All Advisors and Almost Any Client No Money Easy to Use, Goal – Focused Planning Retirement, College, Lifestyle Goals Allocation, Insurance, Basic Estate No software can do everything well. Supplement MGP with specialized software. Sophisticated estate Tax planning Complex executive comp Too Much Money

11 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Financial Planning Magazine Technology Survey Software Survey 2009 What financial planning software do you use? Software Survey 2010 What financial planning software do you use? Software Survey 2011 What financial planning software do you use? 35,000 Total Users

12 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Financial Planning Software Used, by Revenue Source: Financial Planning’s 2011 Technology Survey n=2,532 (Base = respondents using financial planning software)

13 PIEtech, Inc. CONFIDENTIAL Copyright Years14 Years 3 Years 8 Years 9 Years (Now BMO) 15 Years Primary Planning Software for Leading Firms New

14 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Runs on almost everything All of MGP:G2 runs on: Internet Explorer Safari Mozilla Google Chrome All major browsers iPad (Tablets)

15 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Integration with almost everything 75+ Total Integrations  35+ Integrated Application Partners

16 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1  G3 Today

17 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1  G3 It’s time for...

18

19 PIEtech, Inc. CONFIDENTIAL Copyright 2012

20 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Retirement Zoomer Real planning at calculator speed Zoomer

21 PIEtech, Inc. CONFIDENTIAL Copyright 2012

22 PIEtech, Inc. CONFIDENTIAL Copyright 2012

23 PIEtech, Inc. CONFIDENTIAL Copyright 2012

24 PIEtech, Inc. CONFIDENTIAL Copyright 2012

25 PIEtech, Inc. CONFIDENTIAL Copyright ,500 14, ,000 5, ,000 8,000

26 PIEtech, Inc. CONFIDENTIAL Copyright Lowest Risk 100 Highest Risk A 55% stock portfolio worth: $967,000 From 11/07 – 2/09 would have lost: -28 % For a total loss of: -$275,274 Loss Tolerance - Household My Score 60

27 PIEtech, Inc. CONFIDENTIAL Copyright 2012

28 PIEtech, Inc. CONFIDENTIAL Copyright 2012

29 Main Menu > Clients > My Analyses My Way▼ l Options ▼ l Support ▼ l Help l Logout… John and Ann Sample PIEtech, Inc. CONFIDENTIAL Copyright 2012

30 Main Menu > Clients > My Analyses My Way▼ l Options ▼ l Support ▼ l Help l Logout… John and Ann Sample PIEtech, Inc. CONFIDENTIAL Copyright 2012

31 Main Menu > Clients > My Analyses My Way▼ l Options ▼ l Support ▼ l Help l Logout… John and Ann Sample PIEtech, Inc. CONFIDENTIAL Copyright 2012 MGP : G3 Adapts to Each Advisor and Each Client

32 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Online Data Gathering New Online Data Gathering New Quick Share Data Gathering My SnapShot Personal My Financial Goal Resources Retirement Income Investment Assets Other Assets Insurance Policies Liabilities Net Worth Risk Assessment

33 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Loss Tolerance 0 Lowest Risk 100 Highest Risk Ann’s Score John’s Score A 55% stock portfolio worth: $967,000 From 11/07 – 2/09 would have lost: -28 % For a total loss of: -$275,274 Loss Tolerance - Household My Score 60 Risk Tolerance

34 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Results Control Center Risk Need

35 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Great Recession Loss Risk Capacity

36 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Super Solve II Solve Options

37 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Super Solve II

38 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Play Zone II

39 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Special Assets Handle any Asset that will be sold to fund goals and does not fit within Asset Allocation Portfolio Private Equity Single piece of Real Estate Business Allows for range of future values Low – Expected - High Special Asset Analysis shows impact on Probability of Success

40 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Special Assets

41 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Automatically calculate Probability of Success for all Portfolios in Band while “locking” all other variables Find the “lowest risk” Portfolio Portfolio Probability Matrix

42 PIEtech, Inc. CONFIDENTIAL Copyright Social Security Maximization Automatic feature in SuperSolve or On-demand

43 PIEtech, Inc. CONFIDENTIAL Copyright 2012 My SnapShot II Client Planning Portal Now with Play Zone inside

44 PIEtech, Inc. CONFIDENTIAL Copyright 2012 My SnapShot II

45 PIEtech, Inc. CONFIDENTIAL Copyright 2012 We Are Easy to Do Business With EZ Enterprise Relationship for BD’s Low Risk Low Commitment Flexible Pricing Great Support – 82% Live Answer Rate in 2011 Happy Advisors


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