RIABiz

It took years to woo Bob Curtis to sell MoneyGuidePro but what Envestnet gets for its patience seem plenty worth it -- for both

Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Key Points Envestnet acquires ...
RIABiz

A perfect storm of factors -- including 'code' and 'annuities' -- made Jud Bergman pay Bob Curtis $500 million for MoneyGuidePro, plus $30 million to keep the MGP crew around a ...

Envestnet acquires MoneyGuidePro for $500 million, plus $30 million in retention bonuses. Bergman cites owning the 'code base' as key to the acquisition. Acquisition supports Envestnet's push into ...
Financial Advisor

PIE Technologies To Debut New MoneyGuidePro

PIE Technologies, Inc., developer of the MoneyGuidePro goal-focused financial planning software package, said it expects to release a comprehensive upgrade on or about September 1. Dubbed MGP: G2 (The ...
WealthManagement.com

Oranj and MoneyGuidePro Integrate

PIE tech Inc., maker of the popular, if not ubiquitous, MoneyGuidePro goals-based financial planning software and those behind Oranj, the free, award-winning wealth management platform, announced a ...
InvestmentNews

Interactive Advisory Software partners with MoneyGuidePro

Interactive Advisory Software partners with MoneyGuidePro One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive ...