BridgePortfolio® Announces Partnership and Integration with PIEtech’s MoneyGuidePro

Oct. 24, 2008 - PRLog -- Chicago, IL – BridgePortfolio®, a leading industry provider of flexible, customized private-labeled platforms and back office support for the financial services industry, is pleased to announce a new partnership and integration with MoneyGuidePro Financial Planning SMARTware (created by PIEtech, Inc.).  

Users of MoneyGuidePro can now import their client data – including daily appraisals of clients’ accounts – directly from BridgePortfolio’s web-based platform.  This new integration allows financial advisors to view the most up-to-date client portfolio information available and eliminates redundant data entry, thereby saving advisors time and money so that they can focus on increasing the efficiency of their offices as well as providing enhanced customer service to their clients.  Interested persons can visit the MoneyGuidePro homepage and click the “Integration Partners” tab to view a video that demos a setup between the two interfaces.

“We are excited to be working with industry leading MoneyGuidePro to provide advisors with an integrated outsourced back-office solution.  Advisors using both BridgePortfolio and MoneyGuidePro can now pass data easily and seamlessly in order to better evaluate and manage portfolios to meet their clients' financial planning goals.” said David Edstrom, CMO of BridgePortfolio.

About PIEtech, Developer of MoneyGuidePro
PIEtech provides innovative financial planning software that is powerful and intuitive for the professional to use, while producing results that are meaningful and understandable to the client.  MoneyGuidePro is a web-based financial planning system that has revolutionized financial planning through the combination of a goal-based approach, sales-oriented presentation graphics and reports and its comprehensive scope.  For further information, please visit http://www.moneyguidepro.com.

About BridgePortfolio.com, Inc.
Chicago-based BridgePortfolio is the leader in developing flexible, customized, private-labeled asset management platforms for investment advisors, investment managers, broker-dealers, financial planners, banks and trust companies in order to profitably deliver investment advisory services, including ETF and mutual fund wrap model portfolios, SMA and UMA programs.  Founded in 2000, the company has approximately $2 billion in assets under administration.  BridgePortfolio has developed a suite of outsourced services including private label website development and hosting; efficient online account setup; account administration; performance reporting; model portfolio trading; billing; third-party separate account management and private label separate account platform creation and maintenance.  For more information, please visit http://www.bridgeportfolio.com or call 800.610.8882.

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BridgePortfolio is the leader in developing flexible, customized, private-labeled asset management platforms in order to profitably deliver SMA, ETF and MF model portfolio management.