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MoneyGuidePro wins Veo® Advisor Satisfaction Award |
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 MoneyGuidePro has been awarded TD Ameritrade Institutional's Veo® Integrated Award for Advisor Satisfaction for the second year in a row. The Advisor Satisfaction Award is based on a survey of independent RIAs who use TD Ameritrade Institutional services.
Better integrations yield better plans in less time. MoneyGuidePro integrates with more than 70 software programs and back office platforms. Our integration with Veo helps minimize data entry errors and keeps plans up-to-date, saving you time.
Other winners for 2015 were Jemstep for the Innovation Award and Advyzon for the Newcomer of the Year Award.
TD Ameritrade and PIEtech are separate, unaffiliated companies and are not responsible for each other's policies and services. |
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Join us on Thursday, August 6 at 4 pm ET for MoneyGuidePro + Laser App: Save Time & Increase Profitability.
Laser App is an easy-to-use, interactive form system for independent financial advisors that uses client data to assist advisors in filling out the redundant fields in securities forms.
The session will focus on how advisors can use the partnership between MoneyGuidePro and Laser App to increase efficiencies from plan creation to implementation, while reducing the chance of data entry error and saving valuable time. |
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Spotlighted Feature:
What Are You Afraid Of? |
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Show your client how things beyond their control—like inflation and longevity—can affect their plan. What are you afraid of? is designed to help your clients address their fears and keep them in the Confidence Zone. This interactive experience allows clients to use a simple slider to instantly see how changes in key financial facors such as longevity, inflation, pensions, and Social Security benefits could impact their needs, wants and wishes.
You can find What are you afraid of? under the Results section of your MoneyGuidePro financial goal plan.
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MGLive is back! Did you miss us? |
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We’re hitting the road again this Fall and we’re excited to see you before the year is over! Our experts will guide you from plan creation to delivery while pointing out tips and tricks along the way. Build plans that enhance your clients' experience and keeps them engaged. Don’t miss this opportunity to become a MoneyGuidePro wiz! |
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Can't come to us? We'll come to you.
Ask us about our premium training. Send us an email or call 804-744-5900 ext. 145.
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New to MoneyGuidePro? Attend one of our free kickoff case study trainings for new users. Details and registration here.
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Upcoming Conferences |
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Upcoming Training Events & Webinars |
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Intro to MoneyGuidePro Wednesday, July 8 at 4 pm ET
NEW: Employer Stock Options Thursday, July 9 at 4 pm ET
Social Security Planning Tuesday, July 14 at 11 am ET
Annuities in MoneyGuidePro Wednesday, July 15 at 4 pm ET
Understanding & Presenting Results Thursday, July 16 at 4 pm ET
Life Insurance Analysis & Long-Term Care Tuesday, July 21 at 11 am ET
Engaging Clients in the Planning Process Wednesday, July 22 at 4 pm ET
Social Security Planning Thursday, July 23 at 4 pm ET
What if Worksheet Tips Tuesday, July 28 at 11 am ET
Comparing Pension Options Wednesday, July 29 at 4 pm ET
Create a 5-Minute Zoomer Plan Thursday, July 30 at 4 pm ET
Laser App Partner Spotlight Thursday, August 6 at 4 pm ET
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PIEtech, Inc
1588 Oakbridge Ter
Powhatan, VA 23139 |
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