MoneyGuidePro® (PIEtech, Inc.) Accepts Veo Integrated Award

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MoneyGuidePro® financial planning software was chosen to receive the Advisor Satisfaction Award at the recent TD Ameritrade Institutional Technology Summit.

PIEtech, Inc., developer of industry leading MoneyGuidePro® financial planning software, was chosen to receive the Advisor Satisfaction Award at the recent TD Ameritrade Institutional Technology Summit. This is an exclusive event that brings together the registered investment advisor (RIA) industry’s leading innovators.

As the first major advisor custodian to open up its advisor platform to third-party software firms, TD Ameritrade has now integrated their Veo Open Access platform with more than 90 innovative technology firms. Those firms that maximize the use of TD Ameritrade’s Veo Open Access platform are awarded the Veo Integrated Awards.

Roughly 500 independent RIAs who use TD Ameritrade’s Institutional services were surveyed to select the winner of the Advisor Satisfaction award. The survey required each advisor to rate their satisfaction level of the listed third-party technology solutions. The rating system was as follows: 1) Extremely Satisfied, 2) Very Satisfied, 3) Neither Satisfied nor Dissatisfied, 4) Very Dissatisfied, or 5) Extremely Dissatisfied. Out of the 500 advisors surveyed, 79% rated MoneyGuidePro with either ‘Very Satisfied’ or ‘Extremely Satisfied.’

When asked to comment on being selected for the Advisor Satisfaction Award, Kevin Hughes, Senior Enterprise Account Manager at PIEtech, said “We are very pleased to have received the TD Veo Advisor Satisfaction Award for the second consecutive year. We continuously strive to deliver both innovation and a superior support experience to our subscribers. Our objective is to wow our clients, and our commitment to training and support will keep us competitive for this award in the future!”

MoneyGuidePro® is honored to have been awarded for their innovation in technology and to be recognized among other industry leaders.

About PIEtech, Inc.
MoneyGuidePro® makes financial planning powerful, profitable and easy. Our sophisticated, goal-based approach streamlines planning and increases client engagement. MoneyGuidePro’s powerful planning tools, Social Security maximizer, tech integration and account aggregation help create better plans for more clients in less time.

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Jill Orchant
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