Technology Archives - Pocket Risk

POCKET RISK BLOG

Helping Financial Advisors Know Their Clients – Risk Profiling, Client Psychology, Behavioral Finance, Compliance

A discussion with Tony Leal, President and CTO of PIEtech/MoneyGuidePro on the future of technology in financial planning. MoneyGuidePro is recognised as the most popular financial planning software in the U.S. It's software is used by independent solo advisors all the way up to Schwab....