PHILADELPHIA, Oct. 23, 2018 /PRNewswire/ -- Asset-Map, announced today the completion of its integration with MoneyGuidePro®, the leading financial planning software for advisors created by PIEtech℠, Inc. Through this partnership, financial advisors can seamlessly access MoneyGuidePro household data through Asset-Map's visualization platform to create comprehensive one-page visual summaries of a client's financial life.
"Aligning Asset-Map and PIEtech's MoneyGuidePro software was a natural decision for us," said Adam Holt, CEO and Founder of Asset-Map. "Connecting planning progression with visual clarity is an obvious advantage for the advice-driven financial community and we're excited to see the impact of our collective vision."
With this integration, advisors can engage in more comprehensive conversations with clients by presenting financial planning information such as asset allocation, goal performance, statements and more, in a single intuitive and organized graphic. These visuals can be created in the Asset-Map platform with a single click, saving advisors time and resources.
"At MoneyGuidePro, we're committed to providing advisors with advanced tools to guide clients toward the best financial decisions," said Kevin Hughes, EVP, Head of Enterprise Sales at PIEtech. "Asset-Map gives our advisors the ability to thoroughly display complex data – enabling them to communicate easily and efficiently with clients."
The Asset-Map and MoneyGuidePro integration is now available for all users of both platforms. For more information on the full capabilities and benefits of the partnership, visit www.asset-map.com/partners/moneyguidepro.
About Asset-Map, LLC
Asset-Map (www.asset-map.com) was founded by financial professional Adam Holt in 2008. Because financial advisors cannot manage what they cannot see, the Asset-Map platform uses design thinking and personal finance to deepen client relations, spark meaningful conversation with clients, and conveniently illustrate their complete financial landscape on one simple, page/screen visualization. Asset-Map has been proven to increase client engagement and sales for financial professionals and firms. Asset-Map can work for any type of client, from complex households to those just starting their financial journey. For more information about Asset-Map, call 888.664.8850 or email [email protected].
About PIEtech, Inc.
PIEtech, Inc. is singularly focused on helping more Americans control their financial future and security by planning for it. Headquartered in Powhatan, VA, PIEtech® is the creator of MoneyGuidePro®, a financial planning software. For more information on PIEtech's powerful planning solutions, visit www.moneyguidepro.com.