Junxure Cloud, MoneyGuidePro and Riskalyze
Autopilot Named 2016 Veo Integrated Award Winners For Their Efforts
to Advance Integrated Technology for RIAs
A growing community of technology innovators, which has
collaborated with TD Ameritrade Institutional1 to make Veo Open
Access one of the industry’s leading platforms for independent
registered investment advisors (“RIAs”), is again coming together
to drive significant new enhancements to Veo and accelerate the
pace of future Veo One integrations.
Executives from 25 technology companies gathered this week near
Dallas for the seventh annual TD Ameritrade Institutional
Technology Summit to get the latest on Veo Open Access, now with
104 integrated third-party tools, and Veo One, the next-generation
advisor technology platform, on pace for general release this fall.
The event offers two days of presentations, workshops and
networking.
Among the most significant new enhancements under development is
Veo Advanced Alerts, an automated system that will let
Veo-integrated providers share and update common workflows – a
sequence of multiple tasks – among the different technology tools
used by an advisor. Veo Advanced Alerts will trigger the execution
of workflows automatically among all of an advisor’s integrated
systems, saving advisors time and effort by not having to perform
such routine tasks manually.
If a new account is opened or an address changes in one
application, for example, Veo Advanced Alerts will automatically
update all the advisor’s integrated systems with no need for the
RIA to take action.
TD Ameritrade also engaged vendors to facilitate future Veo One
technology integrations through the use of “co-creation,” a process
that gives 3rd-party providers an opportunity to develop new
innovations that deliver even greater efficiencies and market
insights to advisors. Co-creation will enable more vendors to
contribute to our next-generation platform more quickly and fuel
even greater innovation.
“We’re always working to improve the technology experience for
RIAs, and this community of innovators has had a major impact on
our strategy and success in building a leading custody platform,”
said Jon Patullo, managing director, TD Ameritrade Institutional
technology products and solutions. “In our latest Tech Summit, we
encouraged technology leaders to innovate alongside us through
co-creation and showed them the tremendous potential of automating
workflows through Veo Advanced Alerts.”
Veo Integrated Awards
TD Ameritrade Institutional during the tech summit also
announced winners of its 3rd annual Veo Integrated Awards, which
recognize those firms that did the most to promote technology
integration for the benefit of RIAs. Leading the pack this year
were:
- Innovation Award: Junxure Cloud
(CRM)
- Advisor Satisfaction Award:
MoneyGuidePro (Financial Planning)
- Newcomer of the Year Award: Riskalyze
Autopilot (Online Advice Solution)
The Innovation Award is 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 RIAs.
Newcomer of the Year recognizes a firm that achieved the highest
levels of integration and that went live on Veo in the past year.
Winners were selected by a committee of TD Ameritrade associates,
whose methodology was reviewed by independent consultant Joel
Bruckenstein of Technology Tools for Today.
The Advisor Satisfaction Award is based on a survey of more than
1,200 RIAs that custody with TD Ameritrade.
Veo One Progress
TD Ameritrade Institutional in 2010 became the first custodian
to open its advisor platform to third-party software firms, an
approach giving advisors the greatest flexibility and choice. Soon
TD Ameritrade Institutional will be taking the advisor experience
to the next level with Veo One, a next-generation platform
that lets RIAs brings their Veo-integrated applications together
onto one consolidated platform, offering a complete view of their
clients and their business from one place.
This new platform provides a streamlined experience that’s more
usable and efficient, enabling RIAs to move easily from application
to application. Veo One helps advisors complete common tasks with
fewer clicks and it learns how each user works, delivering the
information they need when they need it. The platform is accessible
anytime, anywhere, on any device.
Currently being tested by a select group of advisors, Veo One is
on pace for wider release this fall. Veo One is already integrated
into more than a dozen widely used applications: Black Diamond,
DocuSign, Finance Logix, iRebal, Junxure Cloud, LaserApp Anywhere,
Laserfiche, MoneyGuidePro, Morningstar, Orion Advisor Services,
Redtail Technologies, Salesforce and Thinkpipes.
“The best path is to give advisors the broadest possible choice
and then help them implement the technology tools that best fit
their needs,” Patullo said. “With Veo One and enhancements like Veo
Advanced Alerts, we’re working to make it easier for RIAs to get
the most of their technology investment.”
Learn More
Learn more about TD Ameritrade Institutional’s open-access and
integrated approach to advisor technology by visiting
www.tdainstitutional.com/openaccess or calling (800) 934-6124.
Advisor clients also can utilize the newly upgraded Veo®
Integration AnalyzerTM, a powerful and free online tool that lets
advisors compare and assess numerous combinations of technology
solutions to determine the level of integration among different
applications.
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.
Third parties are separate from and not affiliated with TD
Ameritrade, which is not responsible for their services or
policies.
About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of
comprehensive brokerage and custody services to more than 5,000
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. TD Ameritrade Institutional is
a division of TD Ameritrade, Inc., a brokerage subsidiary of TD
Ameritrade Holding Corporation.
About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment
advisors turn to TD Ameritrade’s (NASDAQ: AMTD) technology, people
and education resources to help make investing and trading easier.
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 40 years. An official sponsor of the 2016 U.S.
Olympic and Paralympic Teams, as well as an official sponsor of the
National Football League for the 2016 season, TD Ameritrade has
time and again been recognized as a leader in investment services.
Visit TD Ameritrade's newsroom or 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.
Source: TD Ameritrade Holding Corporation
View source
version on businesswire.com: http://www.businesswire.com/news/home/20160628005150/en/
TD AmeritradeJoseph Giannone, 201-369-8705Communications &
Public AffairsJoseph.Giannone@tdameritrade.com
TD Ameritrade (NASDAQ:AMTD)
Historical Stock Chart
From Mar 2024 to Apr 2024
TD Ameritrade (NASDAQ:AMTD)
Historical Stock Chart
From Apr 2023 to Apr 2024