TD Ameritrade Institutional Brings the Power of iRebal to Veo; Bridges the Rebalancing Gap for Advisors

  TD Ameritrade Institutional Brings the Power of iRebal to Veo; Bridges the
  Rebalancing Gap for Advisors

  New Online Version of the Leading Rebalancing Tool will be Available at No
                               Cost to Advisors

Business Wire

SAN DIEGO -- January 31, 2013

TD Ameritrade Institutional^1 is set to break new ground for registered
investment advisors (RIAs) with the upcoming launch of a web-based version of
iRebal^®, a leading portfolio rebalancing software program. Fully-integrated
with TD Ameritrade Institutional’s Veo^® advisor platform, the online version
of iRebal will provide RIAs with one-click access to the power and core
functionality of its desktop software counterpart. Advisors who custody assets
with TD Ameritrade Institutional will access the new version of iRebal at no
cost through Veo.

“As the RIA industry continues to experience strong growth and advisor assets
under management increase, so do the difficulties in maintaining properly
allocated portfolios. With iRebal in Veo, advisors can reduce weeks-long
processes down to minutes, putting them in a better position to pursue
potential opportunities, react to changing market conditions and ultimately
provide more valuable service to their clients,” said Tom Nally, president, TD
Ameritrade Institutional. “Rebalancing technology can also help advisors
achieve greater scale for their investment management businesses, allowing a
wider range of investors to benefit from the services of a financial advisor.”

iRebal software has been recognized for its ground-breaking rebalancing
methods and asset allocation processes and was one of the first solutions in
the industry to introduce family-level rebalancing. Like the desktop-based
iRebal software, the new online version in Veo is a customizable, rule-based
program which automates complex rebalancing processes, allowing advisors to
simultaneously rebalance hundreds of accounts while considering unique client
circumstances, tax consequences, restrictions and liquidity needs. iRebal will
automatically generate trade recommendations for multiple-account level
rebalancing, cash management, tax loss harvesting and other directed trading

“The cost of top rebalancing products and the limitations of more inexpensive
solutions has created a gap in the market and left many advisors with
inefficient, labor-intensive processes,” said Ben Welch, director of advisor
business development and iRebal, TD Ameritrade Institutional. “We are bridging
that gap by offering all advisors who custody with TD Ameritrade Institutional
access to a practical, yet powerful online version of iRebal available through

iRebal Versions

iRebal on Veo: A web-based portfolio rebalancing solution leveraging the
features and functionality of iRebal’s desktop solution. One-click access
through TD Ameritrade Institutional’s Veo advisor platform allows for more
efficient processing of trades, saving advisors time and eliminating the need
to translate data between multiple, disconnected platforms.

Pricing: Available at no cost to advisors on client accounts custodied with TD
Ameritrade Institutional

Availability: Available online through TD Ameritrade Institutional’s Veo
advisor platform

Key Features & Functionality:

  *One-click access and integration with TD Ameritrade Institutional’s Veo
    advisor platform
  *Tax aware rebalancing across accounts (Family Level)
  *Cash management
  *Directed trades

       *Loss harvesting
       *Single security rebalancing
       *Replacement of securities

  *Access to support team

iRebal Desktop Software: One of the industry leading portfolio rebalancing
solutions forwell-establishedadvisors. iRebal is custom, rule-based
rebalancing software for advisors who wish to streamline their portfolio
rebalancing and automate trading needs. Designed to meet the needs of wealth
management firms requiring a high degree of customization and dedicated

Pricing: One-time implementation fee of $10,000. Annual software licensing fee
is based on a firm’s assets under management (AUM) and starts at $20,000 for
firms with less than $450,000,000 in AUM.

Availability: iRebal software is multi-custodial, available on TD Ameritrade
Institutional client accounts as well as accounts held at other custodians

Key Features & Functionality:

  *Tax aware rebalancing across accounts (Family Level)
  *Cash management
  *Directed trades

       *Loss harvesting
       *Single security rebalancing
       *Distributions management
       *Replacement of securities

  *Generate trade tickets for multiple custodians
  *Reconcile trades next day
  *Dedicated support team

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.

iRebal products and services property of ThinkTech, Inc., an affiliate of TD
Ameritrade, Inc.



TD Ameritrade
Kristin Petrick, 402-574-6569
Communications & Public Affairs
Mobile: 402-218-9813
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