HilltopSecurities Enhances Advisor Platform
HilltopSecurities Enhances Advisor Platform with Addition of MoneyGuidePro®
DALLAS, TX, December 22, 2015 – HilltopSecurities has launched a new enterprise relationship with PIEtech, Inc., the creators of MoneyGuidePro® financial planning software.
“This is a game changer for our firm, advisors and clients,” said David E. Geschke, chief executive officer of HilltopSecurities Independent Network (HTIN) and director of retail for HilltopSecurities. “We are focused on empowering our clients with the tools and information to take charge of their financial futures, while maintaining the focused, personal service provided by our experienced advisors. MoneyGuidePro fits perfectly with this approach.”
“We are delighted to work with HilltopSecurities,” said Matthew Wilson, enterprise account manager of PIEtech, Inc. “From our very first conversation, we recognized that their leadership shares our belief that everyone needs and deserves a quality financial plan.”
PIEtech’s MoneyGuidePro has been ranked by Financial Planning magazine as the most-used financial planning software for eight consecutive years. Additional PIEtech solutions will continue to be rolled out to HilltopSecurities Private Client Group advisors and HTIN independent advisors in 2016.
“Our relationship with PIEtech provides new tools for our advisors to quickly assess and track their clients’ financial goals, both long- and short-term,” said HilltopSecurities’ Jurgen Simons, vice president, advisory services and project management. “Regardless of our clients’ stage of life and the complexity of their financial goals, providing a turnkey solution such as MoneyGuidePro gives Hilltop Securities’ advisors a powerful new tool to help them succeed.”
HilltopSecurities and HilltopSecurities Independent Network are entering 2016 with a renewed focus on expanding client offerings and growing the firms’ national advisor network.
Hilltop Securities Inc., a member of NYSE, FINRA and SIPC, provides securities brokerage, investment banking and securities clearing services to a broad range of individual, corporate, public and industry clients. The firm is a wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), a financial services holding company whose stock is listed and traded on the New York Stock Exchange under the symbol, HTH. HilltopSecurities’ affiliates include Hilltop Securities Independent Network Inc., First Southwest Company, PlainsCapital Bank, PrimeLending and National Lloyds Corporation.
Ben Brooks, Director of Corporate Communications, 214.859.6351