CapitalRock and MoneyGuidePro® Partner for Best Interest Process

SALT LAKE CITY, May 08, 2018 -- Financial services firms continue to look for ways to help advisors manage the best interest process quickly and easily with the assistance of technology.  Based on customer demand, CapitalRock, the makers of RightBridge systems, and PIEtech, the makers of MoneyGuidePro, have integrated the RightBRIDGE Product Profiler with MoneyGuidePro to provide a seamless process for financial planning through specific product selection. John Hyde, President of CapitalRock explains that, “The current compliance environment continues to increase the requirements for advisors. They have the same number of hours in the day, and the same production expectations, but are being required to add substantial documentation and record keeping in to the mix.” Kevin Hughes, EVP of Sales at PIEtech added, “Many firms see the best interest requirement as an opportunity to better serve their clients.  As part of this process, advisors are expanding the use of financial planning to better understand the client’s overall situation and needs.  We’ve long said that financial planning helps advisors forge stronger, more trusting and longer lasting relationships with clients.”

From the advisor’s standpoint, this new level of understanding and trust generated by financial planning leads to higher value advice and more opportunity to provide services or products that help the client better prepare for their future.

The combination of MoneyGuidePro and RightBridge streamlines the best interest process for advisors. Each system has the ability to populate the other when the workflow dictates, and planning concepts, which may translate to a certain account type or product, can be passed from MoneyGuidePro to the RightBridge system for product selection to validate that the client’s best interests are being met. With CapitalRock and PIEtech’s systems integrated, advisors are able to document the seamless process.

About CapitalRock
CapitalRock, LLC provides rule-based product selection tools and needs-based customer analytics to the financial services industry. CapitalRock was founded in 2007 by a group of industry experts that have been building customer relationship and wealth management solutions for the financial services market for 30 years.  For more information, visit http://www.capitalrock.com.

RightBridge, CapitalRock and Product Profiler are registered trademarks of CapitalRock, LLC. 

About PIEtech, Inc. 
MoneyGuidePro^®, created by PIEtech^®, makes robust goal-based planning fast and easy. It helps address key financial concerns including running out of money, health care and long term care costs, investment losses, asset allocation and optimizing Social Security.  PIEtech^® is singularly focused on financial planning and helping more Americans secure their financial future by planning for it. With the vision that Everyone Needs and Deserves a Quality Financial Plan, innovative client engagement tools include bliss, the Retirement Compatibility Game for couples, Financial Freedom, an interactive tool that helps clients control debt and start saving and Blocks, brief modular building blocks that address key planning topics. For more information on PIEtech’s powerful financial planning solutions, visit http://www.moneyguidepro.com.

CONTACT: 

Connor Thomas, CapitalRock  |  804-495-3644  |  [email protected]

Kevin Hughes, PIEtech  |  800-744-5900  |  [email protected]