PIEtech® and Wealth Access Announce Strategic Integration Enabling Full Data Sync and Additional Enhanced Capabilities
PIEtech®, the creator of the leading financial planning software for advisors MoneyGuidePro®, announced today the completion of a deep integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, providing a comprehensive portal experience for advisors and investors.
Learn how client portals can help improve your top- and bottom-line and the best ways to implement them in your firm.
How the New Wealth Access Integration with AdvisoryWorld Helps Grow Your Firm with More Intelligent Client Proposals
We’re announcing a new Wealth Access integration with AdvisoryWorld that allows you to include held-away assets in your Client Proposals.