 |
|
|
| MoneyGuidePro offers connectivity with Veo One |
|
A new platform from TD Ameritrade Institutional offers advisors a single "dashboard" that integrates data from multiple applications and will give advisors a deeper view of their business analytics, the custodian announced Thursday at its national adviser conference national adviser conference in San Diego.
Initially, Veo One will allow advisors to sign into their dashboard and immediately connect to their DocuSign, Laser App Anywhere, MoneyGuidePro, Orion Advisor Services and Redtail Technologies applications. By the end of 2015, Advent's Black Diamond platform and the eMoney Advisor, Finance Logix, Junxure, Laserfiche, Morningstar and Salesforce.com applications also will be part of Veo One.
Click through to read the whole article in InvestmentNews. |
|
Spotlighted Feature: College Calculator |
|
While you can help investors plan for college savings goals in MoneyGuidePro, you may not always want to create a full financial plan—especially for prospects. Or you may want to show the benefits of investing in a 529 versus a taxable savings plan. Our standalone College Calculator is a great way to engage and educate clients, all in a few easy clicks. It features the ability to show average costs at two- and four-year colleges (both in and out of state), to choose a specific school or to rank all undergraduate and graduate schools in a particular state by cost to help clients research their options. You can adjust the college costs for any grants, scholarships, and current savings in 529 or taxable accounts—even the amount of any loans the student plans to take. Last, help the client choose a target portfolio to project future savings amounts and any potential shortfalls. You can then generate a simple, straightforward report that makes a great piece to follow up on, or as a first step to a more comprehensive financial plan.
To view the College Calculator go to “Calculators” located on the “My Plans” page. |
|
|
|
|
|
|
Make a sure bet with MoneyGuideLive! in Las Vegas |
|
|
|
Looking for a way to increase client retention, prospecting effectiveness, and assets under management? Roll the dice with us in Las Vegas as you join our experts while they lead you through multiple case studies illustrating the many facets of MoneyGuidePro. Discover the excitement inside Monte Carlo and become a confident user today! |
|
|
|
|
NEW MGPLive One Day Session: Beginner Data Entry:
We are happy to announce the release of our new course “Data Gathering and Analysis.” This course is designed for beginning users looking to increase proficiency with the software. It will focus on data entry, software navigation, and building custom reports. Click here for more details.
Click Here to Register for April 14, 2015
April Event Release:
|
|
|
|
|
| myMoneyGuide™ Free Trial Extended |
|
The myMoneyGuide free trial period has been extended through 3/31/15. Don’t miss your chance to try this powerful new client acquisition tool, available only to MoneyGuidePro® subscribers. With recent increased market volatility, it’s a great reason to contact prospects and clients, helping them to keep focused on their long-term goals. To learn more about myMoneyGuide, please click here. You can also attend an introductory advisor overview. |
|
| Integration Webinar: Morningstar Office |
|
Join us and Morningstar for a 45-minute webinar that demonstrates the benefits of this enhanced integration between MoneyGuidePro and Morningstar Office, the practice and portfolio management system for independent financial advisors. Users set up the integration one time, and MoneyGuidePro will automatically check Morningstar for new information, while automatically updating client profiles based on existing portfolio data in Morningstar Office. Independent advisors will now be able to use these two powerful resources more effectively together – saving time, reducing errors, and better serving their clients.
If you're not familiar with Morningstar Office, stay on the call for a quick demo from Morningstar on the benefits of their product. |
|
|
|
|
|
PIEtech, Inc.
1588 Oakbridge Ter
Powhatan, VA 23139 |
|
|
|
