IPS AdvisorPro® and MoneyGuidePro™ Integrate
Award-Winning Software Systems

~ New Data Integration Provides a Complete Financial and Investment Planning Solution

 

Miami, FL – June 8, 2009.  IPS AdvisorPro® and MoneyGuidePro™ announced today the release of a new data integration between their industry leading technology solutions for financial advisors.  The new integration will streamline the preparation of financial plans and investment policy statements (IPS) ensuring consistency between the two programs and providing financial advisors with a complete financial and investment planning solution.

"With over 1,000 users and 15,000 IPSs completed, we've heard strong demand from our user base to find ways to streamline their financial and investment planning processes." said Norm Boone and Linda Lubitz Boone, co-founders of IPS AdvisorPro®.   "With this new integration, we are very pleased to be able to deliver a complete solution that will save time, provide consistency and enhance advisors' relationships with their clients."

The new integration, at no cost to users*, will provide a data facility to link the two programs, saving time in data entry in preparing IPSs and ensuring that advisors will be using the same asset classes and allocation models, risk tolerance and account information when working with their clients.  In addition, the new integration provides an innovative data tracking application to view when changes have been made between the programs, automatically updating the IPS whenever changes are made to the financial plan.

"In these uncertain times, advisors need to have a complete view of their clients' financial situations, noted Bob Curtis, CEO of PIETech, Inc., makers of MoneyGuidePro™.  "This integration will complement the flexible financial planning tools we provide to include a seamless experience for both the advisor and client when formulating financial and investment planning strategies."

Both IPS AdvisorPro® and MoneyGuidePro™ are founding members of "Your Silver Bullet" ( www.yoursilverbullet.com) the industry consortium dedicated to facilitating integrations among software providers.

*Advisors must be licensed users of both programs to access the integration.

About IPS AdvisorPro®

Created by financial advisors for financial advisors, IPS AdvisorPro® is designed to work with all types of wealth management professionals and their practices.  IPS AdvisorPro® offers a flexible solution to creating and managing Investment Policy Statements that are easy to use through an encrypted, secure web-based environment.  With over 1,000 users and 15,000 IPSs created, IPS AdvisorPro® is the industry's leading technology solution.  IPS AdvisorPro® was named in 2006 by Morningstar as the "Software of the Year" and was a CPA Wealth Provider "Financial Planning Awards Winner" in 2009.  For more information, please visit www.IPSAdvisorPro.com.

About MoneyGuidePro™

MoneyGuidePro™ offers an exciting new approach to Financial Planning.  MoneyGuidePro™ provides a goal-oriented process that is faster, easier and more engaging for the client.  Advisors can create a Retirement Lifestyle Plan to show clients how to maximize the satisfaction and enjoyment they will obtain from their money during their lifetime.  It is particularly effective in helping restore client confidence during down markets.  MoneyGuidePro™ has been hailed as "the most innovative product to come along in a long time" and was selected as the "Software of the Year for 2008" by Morningstar.  For more information, please visit www.moneyguidepro.com.

For individual assistance or questions, please contact:

IPS AdvisorPro®: Linda Groden, 330-724-7145; lindag@ipsadvisorpro.com

MoneyGuidePro™: (800) 841-5312, option 1; sales@moneyguidepro.com