PIEtech Inc. has released MoneyGuidePro: G3, the third generation of their popular, cloud-based financial planning application for financial advisors.
According to PIEtech Inc. President Robert Curtis "MGP: G3 is not only the smartest financial planning software we've ever produced, it is also the easiest to use."
The software includes a host of new and improved features. These include a new online data entry capability, a new risk assessment tool, SmartAlex, a Social Security Zoomer, and a new "What Are You Afraid Of" tool.
The new online data entry capability allows advisors to credential prospects and clients with "data entry only" permission within MGP: G3. By doing so, advisors can lessen their workload by allowing prospects and clients to perform much of the data entry. Not only does this save time and lower plan production costs, it also more fully engages the client in the process.
The new risk assessment tool allows advisors and their clients to establish a loss tolerance for each spouse/partner, as well as a household loss tolerance. In addition, it provides illustrations that help the client relate their risk scores to an asset allocation, a probable loss scenario in a bear market, and a relative ranking vs. their age peer group.
SmartAlex is a new text-to-speech (audio help) tab that is accessible from all main screens within the application. Users can receive audio instructions for using a page by simply clicking the tab. Those who prefer reading text can simply choose the "show text" option to read the text instead.
Social Security Zoomer is a new feature that leverages MGP: G3's enhanced Social Security planning features. It allows an advisor to analyze a client's Social Security options and make recommendations with a minimal amount of data entry. In minutes, advisors can create a Social Security analysis without creating a full financial plan. In conjunction with Social Security Zoomer, MGP: G3 offers a Social Security Zoomer data gathering form for distribution to clients and prospects.
The new "What Are You Afraid Of?" tool allows advisors to directly address a specific client concern by creating, on the fly, a scenario that disturbs a client, and immediately analyze the impact of that scenario on the likelihood of a client achieving their stated goals.
For further information, or to sign up for a free trial, visit: www.moneyguidepro.com.