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Congratulations to Deena Katz and Harold Evensky!
They have been recognized by Investment Advisor as two of the ten
"PIONEERS & PRACTITIONERS" who have been the most influential in
the planning profession over the last 30 years.
Read More
PIEtech is excited to announce the release of MoneyGuidePro G2.3!
Click here
for complete release notes.
Find out more information about our Client Marketing Materials.
View Video
The Roth Conversion Frenzy --- An Opportunity for Meaningful Client Contact
Read More
G2.2 New Features - Available Now!
View Release Notes
Roth Conversion Calculator, Play Zone, Concentrated Positions, Bear Market Test, and Much More.
Monte Carlo White Paper
Read MoneyGuidePro's response to the Wall Street Journal's May 2, 2009
article
.
Advisor version
or
Client version
Bob Curtis' presentation on
"What You Can Do When the Sky is Falling"
gets rave reviews from Bob Veres.
Click to read article
Learn more
about Bob Veres' Media Reviews and the monthly practice management, marketing and client services newsletter.
More News
Harold Evensky's Bow Tie Blog
How to Buy?
Announcements
Software Survey 2009
www.financial-planning.com
Click here
to read the whole survey.
Texas Tech University Loves MGP
For the past few years, TTU has been using MGP in several of their planning courses.
Click here
to read an article from Deena Katz on how they are using it in their program.
Quick Look
What Makes it so Smart?
6 Reasons to Buy
6 Reasons Not to Buy
16 Key Features
What do the Experts Say?
Joel Bruckenstein
Andy Gluck
Bob Veres
Other Information
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