NWMG advisors enjoy the freedom of choosing between several financial planning software tools including e-Money, WealthVision, and MoneyGuidePro®. By virtue of our mission to embrace flexibility, our advisors may engage their financial planning clients in the manner most conducive to the success of their practice, whether that is through fixed fee or hourly consulting.
Our integrated vendor, PIEtech℠, offers MoneyGuidePro®, a comprehensive toolset packaged in an intuitive, user-friendly design. MoneyGuidePro® is used by more than 50,000 industry professionals nationwide as their go-to planning solution. The video below from PIEtech℠ describes the benefits of planning and utilizing MoneyGuidePro®.
©PIEtech℠. Reproduced with permission. All rights reserved.
NWMG partners with industry leading CRM software developer Redtail Technology to provide a web-based, full-featured and easy-to-use client management solution. Redtail CRM is specifically designed for financial professionals and integrates seamlessly with many of the other technology solutions our advisors use such as e-Money, MoneyGuide Pro® and Morningstar Advisor Workstation.
MoneyGuidePro® is a registered trademark of PIEtech℠.