Tech_Leaders_Presentation

Report
March 20, 2012
At some point, you’ll provide a core Technology Platform
Your Platform will include Financial Planning.
Because you know that quality planning increases:
• Revenues
• Retention
• Profitability
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The SMART, easy and safe choice for Financial Planning
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MoneyGuidePro
Past and Future
G1  G3
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What Happens to Software Over Time?
You’re familiar with Risk vs Return trade-offs
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What Happens to Software Over Time?
Features
With software it’s a trade-off between Features and Ease-of-Use.
Easy
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Ease of Use
Hard
MoneyGuidePro G1  G3
2001
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MoneyGuidePro G1  G3
We needed a new Generation of MGP
It was time to re-evaluate & re-invent :
−
Make it easier to use
−
Improve features based upon true usage,
not theory.
−
2007
2001
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Update technology
MoneyGuidePro G1  G3
2008
PIEtech, Inc. CONFIDENTIAL
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MGP: G2 Works for Almost All Advisors and Almost Any Client
No Money
Easy to Use, Goal – Focused Planning
• Retirement, College, Lifestyle Goals
• Allocation, Insurance, Basic Estate
No software can do everything well.
Supplement MGP with specialized software.
• Sophisticated estate
• Tax planning
• Complex executive comp
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Too Much Money
Financial Planning Magazine Technology Survey
Software Survey 2009
What financial planning software do you use?
Software Survey 2010
What financial planning software do you use?
35,000 Total Users
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Software Survey 2011
What financial planning software do you use?
Financial Planning Software Used, by Revenue
Total
$500k or less
>$1 million to $3 million
>$500k to $1 million
>$3 million
47%
44%
43%
% of Respondents
41%
41%
23%
21%
17%
16%
13%
13%
10%
8%
6%
7%
3%
0%
eMoney
MoneyGuidePro
Source: Financial Planning’s 2011 Technology Survey
n=2,532 (Base = respondents using financial planning software)
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NaviPlan
0%
0%
0%
WealthTec
Primary Planning Software for Leading Firms
14 Years
9 Years
(Now BMO)
15 Years
9 Years
3 Years
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8 Years
New
Runs on almost everything
All of MGP:G2 runs on:
iPad (Tablets)
All major browsers
Safari
Internet Explorer
Mozilla
Google Chrome
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Integration with almost everything
75+ Total Integrations  35+ Integrated Application Partners
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MoneyGuidePro G1  G3
Today
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MoneyGuidePro G1  G3
It’s time for. . .
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Zoomer
Retirement Zoomer
Real planning at calculator speed
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PIEtech, Inc. CONFIDENTIAL
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PIEtech, Inc. CONFIDENTIAL
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PIEtech, Inc. CONFIDENTIAL
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PIEtech, Inc. CONFIDENTIAL
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PIEtech, Inc. CONFIDENTIAL
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345,000
14,000
62,500
5,000
163,000
8,000
Loss Tolerance - Household
My Score
60
0
Lowest
Risk
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A 55% stock
portfolio worth:
$967,000
From 11/07 – 2/09
would have lost:
-28 %
For a total loss of:
-$275,274
100
Highest
Risk
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Main Menu > Clients > My Analyses
John and Ann Sample
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My Way▼ l Options ▼ l
Support ▼
l
Help
l
Logout…
Main Menu > Clients > My Analyses
John and Ann Sample
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My Way▼ l Options ▼ l
Support ▼
l
Help
l
Logout…
Main Menu > Clients > My Analyses
My Way▼ l Options ▼ l
John and Ann Sample
MGP : G3 Adapts to Each Advisor
and Each Client
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Support ▼
l
Help
l
Logout…
Online Data Gathering
New Online Data Gathering
Personal
My Financial Goal
Resources
• Retirement Income
• Investment Assets
• Other Assets
• Insurance Policies
• Liabilities
• Net Worth
Risk Assessment
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New Quick Share
• Data Gathering
• My SnapShot
Loss Tolerance
Risk Tolerance
Loss Tolerance - Household
My Score
60
Ann’s Score
0
Lowest
Risk
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A 55% stock
portfolio worth:
$967,000
From 11/07 – 2/09
would have lost:
-28 %
For a total loss of:
-$275,274
John’s Score
100
Highest
Risk
Results Control Center
Risk Need
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Great Recession Loss
Risk Capacity
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Super Solve II
Solve Options
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Super Solve II
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Play Zone II
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Special Assets
Handle any Asset that will be sold to fund goals and does not fit within
Asset Allocation Portfolio
• Private Equity
• Single piece of Real Estate
• Business
Allows for range of future values
• Low – Expected - High
Special Asset Analysis shows impact on Probability of Success
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Special Assets
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Portfolio Probability Matrix
Automatically calculate
Probability of Success
for all Portfolios in
Band while “locking” all
other variables
Find the “lowest risk”
Portfolio
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5. Social Security Maximization
Automatic feature in SuperSolve or On-demand
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My SnapShot II
• Client Planning Portal
• Now with Play Zone inside
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My SnapShot II
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We Are Easy to Do Business With
EZ Enterprise Relationship for BD’s
• Low Risk
• Low Commitment
• Flexible Pricing
• Great Support – 82% Live Answer Rate in 2011
• Happy Advisors
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