Interactive Advisory Software partners with MoneyGuidePro

One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based system. The new integration allows IAS users to port client data from their system’s database into MoneyGuidePro. “This arrangement made a lot of sense for us,” said David Grace, president of IAS, which is located in Marietta, Ga. “There are quite a few advisers that do in fact want to go beyond the cash-flow-based planning they can do in our own software, and this gives them the ability to quickly and easily plan from a goal-based perspective.” PIE Technologies Inc. of Midlothian, Va., the makers of MoneyGuidePro, has achieved popularity with many advisers thanks to its ease of use and ability to quickly and collaboratively generate financial plans with clients. Interactive Advisory Software and its cash-flow-based financial planning system and relational database are viewed by many advisers as a far more complex soup-to-nuts wealth management platform. Its database contains client goals, tax and cash flow items, assets and liabilities, and also insurance information, and is meant to provide an adviser with a comprehensive perspective.