As industry technology trends evolve and the importance of embracing innovation is more important than ever, TD Ameritrade is giving advisors the tools and resources they need to compete in a digital age.
At TD Ameritrade Institutional’s annual RIA conference, 2018 National LINC, the accelerating pace of technology has been a hot topic – and how the change raises the bar for independent registered investment advisors (RIAs).
“These days, you can imagine the future and then, before you know it, what once seemed impossible has become reality,” said Tom Nally, president, TD Ameritrade Institutional. “We want to give independent RIAs the tools and capabilities they need to navigate a rapidly changing world, so that they may continue being drivers of disruptive change for the better.”
Jason Del Col of United Capital told a packed room of advisors at NationalLINC: “We use tech to know where we need talent. Then we consider what talent we need in the landscape of AI.”
Mike Gallagher, senior manager, TD Ameritrade Institutional Block Desk said: “What is best execution? It’s a process not a price.”
Indeed, TD Ameritrade Institutional has delivered several technology tools and services that advisors can be excited about in the here and now.
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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