TD Ameritrade Institutional Earns Top Marks for Advisor Satisfaction in Financial Planning Magazine's 2012 Tech Survey

  TD Ameritrade Institutional Earns Top Marks for Advisor Satisfaction in
  Financial Planning Magazine's 2012 Tech Survey

    Veo^® Open Access Initiative Delivers Highest Satisfaction Results for
                  Advisors in Custodial Technology Category

Business Wire

JERSEY CITY, N.J. -- December 11, 2012

TD Ameritrade Institutional’s^1 Veo^® open access initiative, an industry
wide-effort to deliver quality technology integrations to advisors, has helped
the custodian secure top scores for advisor satisfaction in this year’s
Financial Planning Tech Survey. The annual report, released this month,
provides insights into advisors' changing relationship with the technology
they use each day.

The survey queried thousands of Financial Planning magazine readers, gauging
their attitudes and technology preferences in areas including mobile devices,
customer relationship management (CRM), portfolio management and document
management technology, financial planning software and social media. Survey
participants were also asked to rate their satisfaction with the technology
provided by their custodian.

“When it comes to custodial technology, it came as no surprise that TD
Ameritrade had the most 'very satisfied' advisors this year. TD Ameritrade's
success with VEO Open Access, the program that integrates the TD A[meritrade]
platform with many leading third-party software providers, has been a huge
success,” writes Joel Bruckenstein, technology columnist and editor-at-large,
Financial Planning Magazine.

“We are thrilled advisors are experiencing the benefits of improved technology
integration as a result of the Veo open access initiative,” said Tom Nally,
president, TD Ameritrade Institutional. “Financial Planning magazine’s Tech
Survey results and satisfaction scores reaffirm we have the right technology
strategy. The open approach allows for a consistent, quality integration with
a vendor the advisor chooses, while preserving the ability to customize the
technology in a way that is suitable for their business.”

Advisory firms looking to maximize their technology and streamline day-to-day
operations in their back offices are realizing the benefits of the Veo open
access initiative. Through TD Ameritrade Institutional’s open application
programming interface (“API”), more than 60 third-party technology providers
are working to integrate common applications advisors use in their back
offices such as customer relationship management (“CRM”), financial planning
and portfolio management software with Veo, TD Ameritrade Institutional’s
comprehensive technology platform for advisors.

Since launching the Veo open access initiative just 24 months ago, TD
Ameritrade Institutional has built four foundational integrations which now
serve as a roadmap for future integrations. These key integrations help
simplify and streamline everyday tasks including account opening, managing
customer data, trading and accessing important client information on mobile
devices. By reaching these milestones, TD Ameritrade Institutional helps speed
the rate that technology vendors can build quality integrations with the API.

Advisors interested in learning more about the latest technology advancements
can contact TDAmeritrade Institutional at (800) 934-6124 or email


About TD Ameritrade Institutional
TD Ameritrade Institutional^1 is a leading provider of comprehensive brokerage
and custody services to more than 4,500 fee-based, independent registered
investment advisors and their clients. Our advanced technology platform,
coupled with personal support from our dedicated service teams, allows
investment advisors to run their practices more efficiently and effectively
while optimizing time with clients.

About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education
to help make investing and trading easier to understand and do. Online or over
the phone. In a branch or with an independent RIA. First-timer or
sophisticated trader. Our clients want to take control, and we help them
decide how - bringing Wall Street to Main Street for more than 36 years. TD
Ameritrade has time and again been recognized as a leader in investment
services. Please visit TD Ameritrade’s newsroom or for more

Brokerage services provided by TDAmeritrade, Inc., member FINRA
( /SIPC ( /NFA (

^1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a
brokerage subsidiary of TD Ameritrade Holding Corporation.

Access to the Veo platform’s open access capabilities is provided as a service
to financial advisors using the brokerage, execution and custody services of
TD Ameritrade Institutional. TD Ameritrade is not responsible for information,
opinions or services provided by a third party. In no instance should the
listing of a third party be construed as a recommendation or endorsement by TD
Ameritrade. Since we must ensure that all vendors meet our stringent security
requirements, integration with new vendors is not immediate and cannot be


TD Ameritrade Holding Corporation
Jessica Taylor, 402-574-6651
Communications & Public Affairs
Mobile: 402-639-2098
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