MoneyGuidePro

Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, announced today an integration with Redtail Technology, a leading U.S. provider of client relationship management (CRM) systems for financial advisors.

The integration will allow advisors using the Redtail CRM to quickly and accurately assess a client’s risk tolerance score via both FinaMetrica’s 25 and new 12-question psychometric risk profilers. Redtail CRM users can launch FinaMetrica directly from a contact record from August 12th 2015. Joint webinar sessions will shortly be announced.

TD Ameritrade Institutional Names Advyzon, Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated Awards

To help independent registered investment advisors (“RIAs”) keep pace in an era of accelerating technology change, TD Ameritrade Institutional¹ has pursued a unique strategy of collaboration, harnessing the innovative and cutting-edge work of an entire community of technology leaders through its Veo Open Access vendor network.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Technology Solutions Providers to Reveal Latest and Greatest Innovations at “Granddaddy” Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker are encouraging financial advisors nationwide to attend the tenth annual T3 Technology Conference for financial advisory firms of all sizes. The conference, which is being held at the Hilton Anatole in Dallas, February 12-14, 2015, is designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions.

Advisor CRM Solutions Provider Also Announces 60-day Free Trial and Elimination of Minimum User Requirement on Junxure Cloud

Junxure (www.junxure.com), a leading CRM solutions provider for financial advisors that integrates technology, consulting, and training, today announced major enhancements in its upcoming update to Junxure Cloud – the comprehensive, cloud-based CRM/office management solution for advisors.

AdvisoryWorld, a leader in asset allocation, portfolio analysis and investment planning software, today announced the integration of their SCANalytics software with MoneyGuidePro’s financial planning software. “We are very pleased to announce this integration,” said AdvisoryWorld COO Michael Wilson. “AdvisoryWorld has always held a core belief that Financial Planning and Investment Planning are mutually inclusive pillars of financial advice.  By linking our respective offerings, MoneyGuidePro and AdvisoryWorld immediately add efficiency to the day-to-day workflows of hundreds of common clients.”

Strategic partnership breaks down historical barriers to rapid adoption of data aggregation

MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and broker-dealers with new data aggregation functionality at an attractive price. Analyzing the historical barriers to implementing data aggregation solutions, MoneyGuidePro and Yodlee have come together to create a solution that is easy to implement and valuable to advisors’ bottom line.

Take a look at this short (and fun!) video from AdvisoryWorld Financial Technology. It points toward the value of attending the T3 conference as a financial advisor ... in this case "Joe Advisor" and showcases a couple of T3's long-time sponsors.