Yahoo Finance

MoneyGuidePro Launches Executive Summary as Part of Goal-Based Financial Planning Software

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 ...
Financial Advisor

MoneyGuidePro(r) and MX(r) Partner to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

POWHATAN, Va. (PRWEB) February 07, 2018 - Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage ...
Business Wire

MoneyGuidePro Announces Partnership with Yodlee to Create an Affordable and Scalable Data Aggregation Solution for Financial Advisors

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 ...
WealthManagement.com

MoneyGuidePro, eMoney Join Forces

The two biggest names in financial planning software are now partners. During a Wednesday session at the eMoney Advisor Summit in Orlando, Fla., MoneyGuidePro President Kevin Knull announced that his ...
Business Wire

MoneyGuidePro Expands Integration with Schwab OpenView Gateway

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 ...