Powhatan, VA (PRWEB) September 27, 2016
During the TD Ameritrade Technology Summit, PIEtech℠, Inc, the creator of MoneyGuidePro® financial planning software, was named the recipient of the Veo Integrated – Advisor Satisfaction Award for the third year in a row. As one of the industry leading platforms for RIAs, Veo Open Access™ brought together 25 C-level executives from various companies in June for the seventh annual TD Ameritrade Technology Institutional Summit in Dallas. The Veo Integrated Awards were given to those companies that showed initiative and persevered to promote technology integrations in order to benefit registered investment advisors (RIAs).
This year a total number of 1,225 RIAs were surveyed to determine the recipients of the Veo Integrated Awards, advisors were asked to name and rank applications. The results of the survey named MoneyGuidePro® as the financial planning software with the highest satisfaction rating. "All PIEtech℠ products – MoneyGuidePro®, the industry's leading financial planning software, myMoneyGuide®, an online guided planning experience and Best Interest Scout™, a standalone DOL solution – are designed with the client in mind to increase the advisor’s value,” said Kevin Knull, CFP®, President of PIEtech℠, Inc.
Two other partners were also recognized during the 2016 event –Junxure Cloud as the Innovation Award recipient, and Riskalyze Autopilot as the Newcomer of the Year Award recipient.
“We’ve had a long-standing relationship with TD Ameritrade and support their initiatives in financial planning to help clients better prepare for retirement,” said Knull, “Additionally, the financial planning process is one of the most prudent ways for financial advisors to meet the Department of Labor (DOL) best interest standards. With the help of integrations, such as ours with Veo Open Access™, the value of delivering a quality financial plan is now more important than ever.”
To learn more about the Veo Integration Awards, please read TD Ameritrade’s release here.
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.