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PIEtech℠ – Adding Bench Strength to Help Financial Advisors

September 30, 2016

PIEtech℠ – Adding Bench Strength to Help Financial Advisors

PIEtech℠, Inc., increases its focus on helping firms meet the new DOL regulations with the addition of Curtis Shoch to the executive team.

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PIEtech℠, Inc., increases its focus on helping firms meet the new DOL regulations with the addition of Curtis Shoch to the executive team. Curtis will lead the company’s initiatives in digital discovery solutions. Curtis brings over 20 years of industry related experience and a wealth of knowledge in business development, advisory programs, sales tactics, investment products and consulting to PIEtech℠, the industry leader in financial planning software, client-driven planning solutions and creator of MoneyGuidePro®.

As Head of Digital Discovery, Curtis works with firms to integrate PIEtech℠’s latest innovation, Best Interest Scout™ – a standalone, scalable discovery solution to help firms of all types obtain client information necessary to meet the Department of Labor (DOL) requirements. Additionally, as thought leaders, PIEtech℠ has developed the DOL Best Interest Workflow to help firms define their approach to meeting the deadline set for April 10, 2017 by the DOL. Kevin Knull, CFP®, President of PIEtech℠ and the mastermind behind Best Interest Scout™ said, “Through the workflow process, firms are able to determine if their approach will help them comply with the DOL requirements or if they need to reevaluate and adjust. The experience and knowledge that Curtis brings makes him an instrumental part of this initiative.”

Best Interest Scout™ can help firms gain a deeper understanding of their clients’ full financial circumstances by leveraging the patent-pending, award-winning, virtual myMoneyGuide® Lab experience. Firms are able to configure the Lab experience to only gather the specific information they deem necessary to meet best interest standards. Information such as retirement expectations, concerns and goals, Social Security income, risk tolerance and longevity risk are only a handful of data points that can be captured through Scout’s discovery process.

“This role with PIEtech℠ puts me in a position where I can proactively help firms and advisors find solutions to the DOL requirements,” said Curtis Shoch.

Prior to joining PIEtech℠, Curtis devoted over 15 years of his career to Inland Securities in Atlanta, GA. During his time at Inland, Curtis held the position as First Vice President and, most recently, was the President & National Sales Director. “I gained invaluable experience from Inland and am very grateful to have had such a successful career there. The move to PIEtech℠ allows me to proactively help firms and advisors in a rapidly changing post-DOL environment. While we believe that the process of delivering a quality financial plan is the most prudent way to meet the regulations, Best Interest Scout™ can help planning and non-planning firms comply with the quickly approaching DOL deadline and requirements.” said Curtis.

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About PIEtech℠, Inc.
PIEtech℠, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech℠ is the creator of MoneyGuidePro®, the industry’s leading financial planning software, myMoneyGuide®, an online guided planning solution that allows firms to broadly offer financial planning, and Best Interest Scout™, a standalone, scalable discovery solution to help firms of all types obtain necessary client information. For more information on PIEtech℠’s powerful financial planning solutions, please visit http://www.moneyguidepro.com.

Contact Author

Suly Salazar-Layton
PIEtech, Inc.
+1 (804) 744-5900 Ext: 122
Email >
Jill Orchant
PIEtech, Inc.
(804) 744-5900 500
Email >
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