Statements (52)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
financial planning software
|
| gptkbp:acquiredBy |
gptkb:Envestnet
|
| gptkbp:cloudBased |
true
|
| gptkbp:compatibleWith |
gptkb:FINRA
gptkb:SEC |
| gptkbp:developedBy |
PIEtech, Inc.
|
| gptkbp:features |
gptkb:Monte_Carlo_simulation
cash flow analysis compliance tools data encryption education planning mobile access account aggregation collaborative planning customizable reports client portal scenario comparison what-if scenario modeling retirement needs analysis Social Security optimization advisor branding advisor dashboard asset allocation analysis client goal tracking collaborative client-advisor interface estate distribution modeling estate planning tools goal prioritization insurance gap analysis insurance needs analysis retirement income modeling risk tolerance assessment tax planning tools |
| gptkbp:headquartersLocation |
Powhatan, Virginia, USA
|
| https://www.w3.org/2000/01/rdf-schema#label |
MoneyGuidePro
|
| gptkbp:integratesWith |
gptkb:Morningstar
gptkb:Redtail_CRM gptkb:Envestnet gptkb:eMoney_Advisor |
| gptkbp:language |
English
|
| gptkbp:launched |
2001
|
| gptkbp:parentCompany |
gptkb:Envestnet
|
| gptkbp:targetAudience |
broker-dealers
financial planners registered investment advisors |
| gptkbp:usedBy |
financial advisors
|
| gptkbp:usedFor |
retirement planning
goal-based financial planning |
| gptkbp:website |
https://www.moneyguidepro.com/
|
| gptkbp:bfsParent |
gptkb:RedTail_CRM
gptkb:Xignite |
| gptkbp:bfsLayer |
8
|