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 MoneyGuidePro, have achieved with MGP:G4.
This version had a primary goal: To focus on adding human value to planning, thereby limiting the risk of disintermediation by consumer facing digital systems. Some of the priorities PIEtech identified included a deeper understanding of the client, improvements in setting realistic client expectations, better estimations of life expectancy, determining health care costs and better risk/reward decision making. In addition, they wanted to speed the planning process, create planning workflows, and improve usability.
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