Financial plans will be created more efficiently thanks to Fox's custom workflows
SAN DIEGO and POWHATAN, Va., Sept. 3, 2013 /PRNewswire/ — PIEtech, maker of Money Guide Pro (MGP), the leading financial planning software for financial advisors, officially announced today the selection of Fox Financial Planning Network (FFPN) to develop a custom workflow system to enable MGP subscribers to create financial plans more efficiently as well as to drive adoption of recently added valuable features.
"We have heard advisors in the industry asking for a more streamlined approach to simplify the creation of a financial plan," said Chad Blythe, National Sales Director of MGP. "Partnering with FFPN to create efficient, end-to-end, intuitive workflows will go a long way toward fulfilling this request so advisors can spend more time on client relationships and growing their businesses."
The FFPN custom workflow system for MGP will be designed so that workflows can be embedded into any CRM system that has a workflow engine, such as Redtail Technology, to create a standardized, sequential process for creating a financial plan. Unlike many of the current workflow tools currently available, the FFPN workflows will be written by roles to include both advisors and administrative staff to streamline a majority of the financial plan development, presentation and follow up process.
"We specialize in taking a task and breaking it down into steps that makes it possible to complete more accurately with less effort and in less time," said Deborah Fox, CEO and Founder of FFPN. "The customized workflow system we are developing for MGP will be the industry's first set of highly detailed procedures for optimizing the use of financial planning software in an advisory firm."
"We've invested many years into developing the tools, templates and technology to automate client service workflows based on the approach we use daily in my own advisory firm," said Fox. "Combined with the work we are doing with the over 300 advisor members of FFPN and we believe we have the most comprehensive and usable workflow system available in the industry today."
About PIEtech
PIEtech's MoneyGuidePro is the financial services industry's first collaborative web-based financial planning software that provides advisors with an easy way to use financial planning to more effectively motivate each client to create, implement and maintain investment and other planning strategies that best meet their lifetime financial goals. MoneyGuidePro's unique client-centered approach supports a sophisticated, goal-oriented planning process that is meaningful to the client and more productive for the advisor.www.MoneyGuidePro.com
About Fox Financial Planning Network
FFPN is transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of financial advice. FFPN provides a comprehensive set of resources enabling advisors to increase profitability, ensure compliance, scale their practice, while growing their firms. FFPN is a network of financial advisors and best-in-class technology providers, consultants and other financial industry resource providers that together, are improving the lives of financial advisors, their staff and their clients by helping them evolve their financial advisory businesses. www.FoxFinancialPlanningNetwork.com
For Further Information:
Deborah Fox
Fox Financial Planning Network
Email
888-403-2328
Chad Blythe
PIEtech, Inc.
Email
804-744-5900