TD Ameritrade Institutional Integrates Popular Advisor CRM Technologies With Veo® Platform

  TD Ameritrade Institutional Integrates Popular Advisor CRM Technologies With
  Veo® Platform

    Seven CRM Integrations Now Available with Veo to Help Advisors Manage
                Important Client Data and Create Efficiencies

Business Wire

JERSEY CITY, N.J. -- December 20, 2012

Integrations built with seven industry-leading customer relationship
management (CRM) systems providers are now available to advisors through TD
Ameritrade Institutional’s^1 Veo^® open access initiative, an industry
wide-effort to deliver quality technology integrations. The Pareto Platform
based on Microsoft Dynamics^® CRM software, Tamarac’s Advisor CRM^®, Junxure
CRM and Advisors Assistant^® technology platforms join the list of CRM
providers currently integrated with Veo including Salesforce, Ebix and

“Technology that helps an advisor manage a better client experience is
becoming increasingly important,” said Jon Patullo, managing director of
technology product management, TD Ameritrade Institutional. “By integrating
data between Veo and CRM systems, advisors are now armed with a more robust
CRM system that can help boost productivity, improve client service, and
streamline numerous tasks so advisors can spend their time on what matters
most – their clients.”

These leading CRM firms join the Veo open access network of more than 60
third-party technology providers working to improve integration of the
applications advisors use in their back offices. Real-time account and client
data flows seamlessly between Veo and select CRM systems, saving advisors time
and providing a comprehensive view of their client relationships.

“By integrating an advisor’s CRM system through TD Ameritrade Institutional’s
Veo open access effort, client data flows seamlessly between the custodian and
our CRM application. Before, advisors were forced to toggle between
applications and deal with inefficient workflows,” said Greg Friedman,
president, Junxure. “Now, advisors have access to a tremendous amount of
incorporated client data, which can save them time and improve the quality of
their client service and response.”

In addition to easier access to client data, these latest CRM integrations
also give advisors access to workflows designed to streamline everyday tasks
including new account opening, client onboarding and data management
functions. TD Ameritrade Institutional’s library of more than 40 workflows
helps advisors create and implement repeatable customer service and business
processes designed to save time and improve the client experience. These
workflows can be customized to automate a firm’s day-to-day tasks and enable
an advisor to proactively address opportunities and possible gaps in client

JNBA Financial Advisors based in Minneapolis, Minn., recently deployed Junxure
CRM technology to replace their existing CRM product, which was not customized
to the advisor industry. The firm was looking for a CRM solution to help
validate that the quality of the back office software matched the level of
client service being delivered. “We place a lot of emphasis on providing a
consistent client experience and our technology plays a key role in making
that best practice a reality,” said Larry Becker, director of operations, JNBA
Financial Advisors. “Successfully integrating workflows into our CRM have
helped us onboard new associates that are able to understand our processes
succinctly and validate that all clients are receiving a consistent

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

Advisors have not received remuneration for participation in providing these
testimonials. Advisor testimonials may not represent the experience of all
advisors using TD Ameritrade brokerage services. The advisors mentioned are
not affiliated with TD Ameritrade Institutional. More information about the
advisors is available on the SEC website (

About TD Ameritrade Institutional
TD Ameritrade Institutional^1 is a leading provider of comprehensive brokerage
and custody services to over 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.

Microsoft Dynamics, Pareto Platform, Tamarac, Junxure, Salesforce, Ebix,
Advisor Assistant, and Redtail are separate from and not affiliated with TD
Ameritrade, which is not responsible for their services, policies, or content.

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



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