RIABiz

RightCapital makes a run at eMoney and MoneyGuidePro with a new tool to bypass the pain of back-office data entry, but one rival says been there, done that, so bring it on

Shuang Chen: Our sales conversion rate is through the roof. RightCapital could finally shed its gadfly status with a new tool launched today, Oct. 14, to take on the Big Two – eMoney and MoneyGuidePro ...
RIABiz

Envestnet recalls buggy MoneyGuidePro upgrade after RIA backlash, and all advisors are -- for now -- back on the legacy version

Ann Garcia: Super frustrating to reach back out to clients. Brooke's Note: The financial industry is increasingly a software business and so the push to evolve on shorter cycles and reach for bigger ...
WealthManagement.com

Envestnet to Acquire MoneyGuidePro

Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular ...
Financial Planning

MoneyGuidePro: A New Version Rockets Out of the Gate

How do you improve on an industry leading product? By having a clear vision of what you are trying to accomplish and then executing. That’s just what Bob Curtis and Tony Leal, the architects of ...