PIEtech, Inc.

Description

Third, we provide What If Scenarios so that you and your clients can explore multiple alternatives, and can see how sensitive a Plan is to tax changes or increased longevity. Fourth, we provide "Stress Testing" and Risk Management so that the client can see what might happen to a Plan across a range of real world uncertainties (e.g., down markets, premature death, or the need for long-term care).

Wanted: full-time professional who enjoys helping financial advisors. As a member of the Support Team, you will answer, evaluate, prioritize, and respond to incoming phone, voice mail & email requests. In addition, Team members conduct live, web-based training sessions and work on various projects to improve the support we provide to advisors.

You'll gain experience in all aspects of internet software development -- from design and coding through testing and implementation on our production sites. This is a great opportunity for someone with excellent programming skills who wants to contribute to all aspects of the development process.

Show clients their progress towards long-term Goals, not just investment or portfolio returns. How is your client doing right now? You and your client can see how they are doing any time from any device (Tablet, phone) with one click.

In the end, we are doing what most of you are doing: providing a better product and service, while seeking a reasonable return on our investment.

Products & services

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