With enhancements to Veo One and iRebal, and the introduction of Model Market Center and the FA Insight Benchmarking Tool, TD Ameritrade Institutional offers the tools, services and functionality that can help advisors compete in a digital world.
TD Ameritrade Institutional extended its technology lead in the investment advisor space when it launched Veo One, a next-generation advisor platform that consolidates all of an advisors Veo-integrated technology tools into one desk top with a single sign-on.
In the past year, TD Ameritrade Institutional clients have realized the benefits of Veo One’s deep integrations with popular tools, which lets advisors move seamlessly among applications and automates routine workflows, saving them time and unlocking new efficiencies. In the coming year, TD Ameritrade expects to train and onboard 2,000 more firms.
Advisors on TD Ameritrade Institutional’s Veo platform now also have access to more tools, widgets and workflow automations, such as an account opening wizard, a status tracker and remote deposit capture.
The Veo Advanced Alerts platform lets different third-party systems receive updates from the Veo custody platform and communicate with each other, realizing even greater gains in efficiency.
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