TD Ameritrade Institutional Names Advyzon,
Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated
Awards
To help independent registered investment advisors (“RIAs”) keep
pace in an era of accelerating technology change, TD Ameritrade
Institutional1 has pursued a unique strategy of collaboration,
harnessing the innovative and cutting-edge work of an entire
community of technology leaders through its Veo Open Access vendor
network.
To encourage further collaboration and innovation, TD Ameritrade
Institutional announces its second-annual Veo®
Integrated Awards, recognizing technology companies that are
maximizing the capabilities of TD Ameritrade’s Veo Open AccessSM
platform and delivering solutions that help independent RIAs run
more productive and efficient businesses. This year’s winners
are:
- Innovation Award: Jemstep
(Online Advice Solutions)
- Advisor Satisfaction Award:
MoneyGuidePro (Financial Planning)
- Newcomer of the Year Award:
Advyzon (Portfolio Management)
The Innovation Award winner was based on several criteria,
including the depth of a product’s integration with Veo,
integration with other third-party applications and the scope of
adoption by advisors. The Newcomer of the Year Award recognized the
firm that achieved the highest levels of integration and went live
on Veo in 2014. The winners of these two awards were chosen by a
committee of TD Ameritrade Institutional associates, whose
methodology was reviewed by Joel Bruckenstein, CFP®, an industry
consultant, columnist and co-founder of Technology Tools for
Today.
The Advisor Satisfaction Award was based on a survey of 500
independent RIAs using the services of TD Ameritrade
Institutional.
“For more than five years, Veo Open Access has enabled advisors
to work smarter, offer a higher level of service and be more
productive. More than that, this community of Veo Integrated
technology firms helps advisors keep pace with accelerating
technology change and take advantage of the latest innovations,”
said Jon Patullo, managing director, TD Ameritrade Institutional
technology products and solutions. “Firms like Advyzon,
MoneyGuidePro and Jemstep offer advisors innovative tools that are
also well integrated with their other systems.”
The awards, which seek to foster greater integration within the
technology community, were presented during the sixth annual TD
Ameritrade Institutional Technology Summit, a unique event
bringing together the RIA industry’s leading tech innovators to
guide our own technology efforts and advance the broader
integration of advisor tools and applications. This year,
representatives from 25 technology firms gathered in Chicago for
two days of presentations, collaboration and networking.
Integration Yields Innovation
In 2010, TD Ameritrade Institutional became the first major
advisor custodian to open up its advisor platform for to
third-party software firms by providing access to its application
programming interface, or API. Veo’s open architecture approach
gives advisors the flexibility to work with the technology they
choose. Today, more than 90 technology providers integrate their
software with Veo, helping RIAs to be more efficient, more
productive and provide a higher level of service.
Veo’s breadth of integrated technology solutions is the key
reason why TD Ameritrade Institutional has had the most "very
satisfied" advisors among major RIA custodians in Financial
Planning magazine’s annual technology survey for three consecutive
years.2
Veo OneTM Progress
TD Ameritrade Institutional is taking technology integration to
the next level with Veo One, an intelligent, intuitive platform
that lets advisors manage their tools and applications -- from CRM
and account opening to financial planning and portfolio management
-- from one screen, with one log-in and one-click access across
multiple applications.
Veo One is designed to make advisors more efficient by letting
them complete such workflows as account opening, billing, trading,
cash management with fewer clicks. The platform, using data
analytics, will over time learn individual preferences and adapt to
each user’s role at the firm, delivering the information they need
when they need it.
So far this year, Veo One has successfully integrated 11 leading
technology tools:
- Black Diamond
- DocuSign
- eMoney
- Finance Logix
- LaserApp Anywhere
- Laserfiche
- MoneyGuidePro
- Morningstar
- Orion Advisor Services
- Redtail Technologies
- Salesforce
Joining this group later this year will be TD Ameritrade
Institutional’s popular iRebal® and
thinkpipes® technology, the next in a long line-up of
future integrations and added functionality.
Advisors using Veo One will be able to switch among applications
while keeping client information in context -- when a user clicks
over to a new application, they’re taken to the same client record
they had been viewing. RIAs can update information in one program
and then see those changes made automatically in other integrated
systems. Built with responsive technology, Veo One is accessible
from any desktop, tablet or mobile device.
“Taking advantage of the incredible advancements in technology
can be transformational for advisors and their firms. RIAs need
solutions that let them improve efficiency, profitably scale up
their business and create a better client experience,” said
Patullo. “The best way to pursue these goals is through integrated
technology that gives advisors maximum choice, flexibility and the
capacity to adapt to constant change.”
To Learn More
Learn more about TD Ameritrade Institutional’s open access
approach to integrated advisor technology by calling (800) 934-6124
or visiting www.tdainstitutional.com/openaccess.
Access to the Veo platform’s open access capabilities is
provided as a service to independent advisors using the brokerage,
execution and custody services of TD Ameritrade. Veo Open Access is
an indication of potential programming compatibility. It does not
imply any TD Ameritrade, Inc. recommendation of, endorsement of,
warranty of, or fitness for use of any third party’s products or
services. TD Ameritrade is not responsible for information,
opinions or services provided by a third party. Since TD Ameritrade
must ensure that all vendors meet security requirements,
integration with new vendors is not immediate and cannot be
guaranteed.
About TD Ameritrade InstitutionalTD Ameritrade
Institutional1 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 CorporationMillions of
investors and independent registered investment advisors have
turned to TD Ameritrade’s (NYSE: AMTD) technology, people and
education to help make investing and trading easier. Our clients
want to take control and we help them decide how, whether online,
over the phone, in a branch or with an independent investment
advisor. We’ve been bringing Wall Street to Main Street for 40
years. An official sponsor of the 2014 and 2016 U.S. Olympic and
Paralympic Teams, TD Ameritrade has time and again been recognized
as a leader in investment services. Please visit TD Ameritrade’s
newsroom or www.amtd.com for more information.
Brokerage services provided by TD Ameritrade, Inc., member FINRA
/ SIPC
1 TD Ameritrade Institutional is a division of TD Ameritrade,
Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.2
“Tech Survey 2015: What's New Now?”, Financial Planning, 12/1/2014,
http://www.financial-planning.com/news/technology/tech-survey-2015-whats-new-now-2691255-1.html?force_pg=/News/;
“What’s New in Advisor Tech?”, Financial Planning, 12/1/2013,
http://www.financial-planning.com/fp_issues/2013_12/whats-new-in-advisor-tech-2687323-1.html;
“Financial Planning 2012 Tech Survey,” Financial Planning,
12/1/2012:
http://www.financial-planning.com/fp_issues/42_12/technology-survey-financial-planners-2012-2682068-1.html?zkPrintable=1&nopagination=1
Source: TD Ameritrade Holding Corporation
View source
version on businesswire.com: http://www.businesswire.com/news/home/20150623005088/en/
TD AmeritradeJoseph A. Giannone, 201-369-8705M:
201-725-8584joseph.giannone@tdameritrade.com
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