March 20, 2012 At some point, you’ll provide a core Technology Platform Your Platform will include Financial Planning. Because you know that quality planning increases: • Revenues • Retention • Profitability PIEtech, Inc. CONFIDENTIAL Copyright 2012 The SMART, easy and safe choice for Financial Planning PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro Past and Future G1 G3 PIEtech, Inc. CONFIDENTIAL Copyright 2012 What Happens to Software Over Time? You’re familiar with Risk vs Return trade-offs PIEtech, Inc. CONFIDENTIAL Copyright 2012 What Happens to Software Over Time? Features With software it’s a trade-off between Features and Ease-of-Use. Easy PIEtech, Inc. CONFIDENTIAL Copyright 2012 Ease of Use Hard MoneyGuidePro G1 G3 2001 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1 G3 We needed a new Generation of MGP It was time to re-evaluate & re-invent : − Make it easier to use − Improve features based upon true usage, not theory. − 2007 2001 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Update technology MoneyGuidePro G1 G3 2008 PIEtech, Inc. CONFIDENTIAL Copyright 2012 MGP: G2 Works for Almost All Advisors and Almost Any Client No Money Easy to Use, Goal – Focused Planning • Retirement, College, Lifestyle Goals • Allocation, Insurance, Basic Estate No software can do everything well. Supplement MGP with specialized software. • Sophisticated estate • Tax planning • Complex executive comp PIEtech, Inc. CONFIDENTIAL Copyright 2012 Too Much Money Financial Planning Magazine Technology Survey Software Survey 2009 What financial planning software do you use? Software Survey 2010 What financial planning software do you use? 35,000 Total Users PIEtech, Inc. CONFIDENTIAL Copyright 2012 Software Survey 2011 What financial planning software do you use? Financial Planning Software Used, by Revenue Total $500k or less >$1 million to $3 million >$500k to $1 million >$3 million 47% 44% 43% % of Respondents 41% 41% 23% 21% 17% 16% 13% 13% 10% 8% 6% 7% 3% 0% eMoney MoneyGuidePro Source: Financial Planning’s 2011 Technology Survey n=2,532 (Base = respondents using financial planning software) PIEtech, Inc. CONFIDENTIAL Copyright 2012 NaviPlan 0% 0% 0% WealthTec Primary Planning Software for Leading Firms 14 Years 9 Years (Now BMO) 15 Years 9 Years 3 Years PIEtech, Inc. CONFIDENTIAL Copyright 2012 8 Years New Runs on almost everything All of MGP:G2 runs on: iPad (Tablets) All major browsers Safari Internet Explorer Mozilla Google Chrome PIEtech, Inc. CONFIDENTIAL Copyright 2012 Integration with almost everything 75+ Total Integrations 35+ Integrated Application Partners PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1 G3 Today PIEtech, Inc. CONFIDENTIAL Copyright 2012 MoneyGuidePro G1 G3 It’s time for. . . PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Zoomer Retirement Zoomer Real planning at calculator speed PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 345,000 14,000 62,500 5,000 163,000 8,000 Loss Tolerance - Household My Score 60 0 Lowest Risk PIEtech, Inc. CONFIDENTIAL Copyright 2012 A 55% stock portfolio worth: $967,000 From 11/07 – 2/09 would have lost: -28 % For a total loss of: -$275,274 100 Highest Risk PIEtech, Inc. CONFIDENTIAL Copyright 2012 PIEtech, Inc. CONFIDENTIAL Copyright 2012 Main Menu > Clients > My Analyses John and Ann Sample PIEtech, Inc. CONFIDENTIAL Copyright 2012 My Way▼ l Options ▼ l Support ▼ l Help l Logout… Main Menu > Clients > My Analyses John and Ann Sample PIEtech, Inc. CONFIDENTIAL Copyright 2012 My Way▼ l Options ▼ l Support ▼ l Help l Logout… Main Menu > Clients > My Analyses My Way▼ l Options ▼ l John and Ann Sample MGP : G3 Adapts to Each Advisor and Each Client PIEtech, Inc. CONFIDENTIAL Copyright 2012 Support ▼ l Help l Logout… Online Data Gathering New Online Data Gathering Personal My Financial Goal Resources • Retirement Income • Investment Assets • Other Assets • Insurance Policies • Liabilities • Net Worth Risk Assessment PIEtech, Inc. CONFIDENTIAL Copyright 2012 New Quick Share • Data Gathering • My SnapShot Loss Tolerance Risk Tolerance Loss Tolerance - Household My Score 60 Ann’s Score 0 Lowest Risk PIEtech, Inc. CONFIDENTIAL Copyright 2012 A 55% stock portfolio worth: $967,000 From 11/07 – 2/09 would have lost: -28 % For a total loss of: -$275,274 John’s Score 100 Highest Risk Results Control Center Risk Need PIEtech, Inc. CONFIDENTIAL Copyright 2012 Great Recession Loss Risk Capacity PIEtech, Inc. CONFIDENTIAL Copyright 2012 Super Solve II Solve Options PIEtech, Inc. CONFIDENTIAL Copyright 2012 Super Solve II PIEtech, Inc. CONFIDENTIAL Copyright 2012 Play Zone II PIEtech, Inc. CONFIDENTIAL Copyright 2012 Special Assets Handle any Asset that will be sold to fund goals and does not fit within Asset Allocation Portfolio • Private Equity • Single piece of Real Estate • Business Allows for range of future values • Low – Expected - High Special Asset Analysis shows impact on Probability of Success PIEtech, Inc. CONFIDENTIAL Copyright 2012 Special Assets PIEtech, Inc. CONFIDENTIAL Copyright 2012 Portfolio Probability Matrix Automatically calculate Probability of Success for all Portfolios in Band while “locking” all other variables Find the “lowest risk” Portfolio PIEtech, Inc. CONFIDENTIAL Copyright 2012 5. Social Security Maximization Automatic feature in SuperSolve or On-demand PIEtech, Inc. CONFIDENTIAL Copyright 2012 My SnapShot II • Client Planning Portal • Now with Play Zone inside PIEtech, Inc. CONFIDENTIAL Copyright 2012 My SnapShot II PIEtech, Inc. CONFIDENTIAL Copyright 2012 We Are Easy to Do Business With EZ Enterprise Relationship for BD’s • Low Risk • Low Commitment • Flexible Pricing • Great Support – 82% Live Answer Rate in 2011 • Happy Advisors PIEtech, Inc. CONFIDENTIAL Copyright 2012