TD Ameritrade Institutional Makes Its Mark on Advisor Technology
Little Logo Sends Big Message to Advisors
JERSEY CITY, N.J. -- July 23, 2013
A new “Veo Integrated” logo makes it easy for registered investment advisors
(RIAs) to identify technology providers that have built valuable integrations
with TD Ameritrade Institutional’s^1 Veo^® advisor platform. RIAs in the
market to purchase technology can look for the logo on participating
technology providers’ marketing materials including Web sites, brochures and
videos. ^ 2
The “Veo Integrated” logo is part of a larger effort to raise awareness and
adoption of the quality technology integrations that have been delivered to
RIAs through the Veo open access initiative. The industry-wide effort kicked
off in late 2010 to help advisory firms maximize their technology and
streamline day-to-day operations. Today, RIAs using Veo have access to
integrations with 50 different technology providers including leading customer
relationship management (“CRM”), financial planning, portfolio management,
rebalancing and document management applications.
“TD Ameritrade Institutional is working with a growing network of technology
providers to improve the technology experience for RIAs by integrating common
advisor applications with our Veo system,” said Jon Patullo, managing director
of technology, TD Ameritrade Institutional. “The 'Veo Integrated' logo
recognizes the innovation, collaboration and commitment to RIAs shown by firms
that have contributed to the success of the Veo open access initiative.”
Integration List Expands, Advisor Adoption Increases
TD Ameritrade Institutional continues to expand the list of Veo open access
technology providers and deepen existing integrations with Veo. Overall
advisor adoption of Veo open access integrations is up 104 percent in 2013.
The customized Salesforce CRM app is one of the most widely adopted, with more
than 1,000 users.
“In order to participate in the Veo open access initiative, all third-party
technology providers must meet a set of stringent security requirements and
have the ability to deliver quality service to advisors,” added Patullo. “It’s
important that firms eligible to display the ‘Veo Integrated’ logo demonstrate
a high standard of care and commitment to RIAs.”
For a list of technology providers integrated with Veo, please visit
TD Ameritrade Institutional also offers the Veo Integration Analyzer™ tool to
help advisors identify levels of integration between their current
applications, or applications they may be considering for purchase. The
interactive guide allows advisors to create and compare unique scenarios.
Learn more about the benefits of integrated technology in a recently released
whitepaper, The Integration Challenge: Harness Your Technology to Drive
Productivity and Efficiency.
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.
For more information, including updates on industry affairs and news impacting
RIAs visit our blog TDA4Advisors, follow us on Twitter @TDA4Advisors and
connect on LinkedIn. For more information about TD Ameritrade Institutional,
please visit www.tdainstitutional.com.
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 38 years. An
official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams,
TDAmeritrade has time and again been recognized as a leader in investment
services. Please visit TDAmeritrade's newsroom or www.amtd.com for more
Brokerage services provided by TDAmeritrade, Inc., member FINRA
(www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)
TD Ameritrade is separate from and not affiliated with third party presenters
and organizations, and is not responsible for their services, policies,
content, and commentary.
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
^1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a
brokerage subsidiary of TD Ameritrade Holding Corporation.
^2Any use of the Veo Integrated logo will need to be submitted to TD
Ameritrade Institutional for approval prior to use.
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