PIEtech’s financial planning software is MoneyGuidePro, which has been fully integrated into Commonwealth’s Client360° platform, a web-based portal designed to give advisers a holistic view of their client’s financial picture. With the addition of MoneyGuidePro, users will be able to export account and client information directly from Client360°.
Commonwealth says integration with MoneyGuidePro saves time by eliminating the need for manual data entry. Financial advisers can export all assets held at Commonwealth—including 529 plans and alternative investments—as well as assets held away from Commonwealth, which are automatically captured by the account aggregation engine in the firm’s client portal, Investor360°.
Commonwealth advisers are eligible to receive a 20% discount off the regular price of MoneyGuidePro.