To our customers and friends attending TD Ameritrade Institutional 2013 National Conference in San Diego this week, please stop by our exhibit in the Veo Integration Partner kiosk area.
We will be demonstrating our integration with TD Ameritrade that is currently in development. This intergration will provide a quick and easy way to import asset information from TD Ameritrade into Money Tree’s financial planning software.
If you have any questions about Money Tree or would like to learn more about our financial planning software, take this opportunity for face to face conversations! You are also likely to get a sneak peak of other new product features and software in currently being developed at Money Tree.
You will find Money Tree in the Veo Open Access section, kiosk number 24.
For more information about TD Ameritrade’s conference, visit: