RIAs to Get Valuable Benchmarking Tools and
Business Diagnostics Delivered to Their Veo One Desktop
What if your business could communicate with you the same way as
today’s cars, revealing the best route and alerting you to hazards?
What if advisors could have access to a virtual data and analytics
assistant, by their side whenever business decisions need to be
made?
That’s the thinking behind TD Ameritrade Institutional1 Veo One®
Analytics, an on-demand data analytics engine that can drive
improved business performance with timely data that’s personalized,
simplified and delivered to an advisor’s desktop. Better still, it
can eliminate the need for advisors to dig through lengthy reports
and research papers to uncover the information relevant to their
firm.
Veo One Analytics will provide advisors greater insight into
their clients, business operations, growth factors and financial
performance and then align those insights to specific actions and
educational resources.
“Data and analytics can save time and help us perform better in
many aspects of our lives. Now RIAs can get personalized
data-driven insights to help take their businesses to the next
level,” said John Ruda, managing director of strategic planning and
analytics at TD Ameritrade Institutional. “Veo One Analytics can
serve as a data dashboard, giving advisors direct access to a
growing collection of analytics tools that will make it easier to
benchmark performance against peers, get the facts needed to make
smarter decisions and react faster to market opportunities.”
Advisors already have access to personalized analytics
snapshots, focused on some key business drivers, through their TD
Ameritrade strategic relationship manager. Now TD Ameritrade
Institutional will be rolling out a series of analytics tools and
dashboards directly to advisors through Veo One.
FA Insight Benchmarking Tool
The first of these offerings will be the FA Insight Benchmarking
Tool, powered by more than a decade of industry data collected by
FA Insight, a leading advisor research firm acquired by TD
Ameritrade last year. Advisors can get a personalized view into key
business metrics, spanning people and productivity, growth and
income, and operational efficiency, all compared to their relevant
peer group.
The tool then takes those results and suggests actions for RIAs
to explore and connects them to TD Ameritrade Institutional
resources that can help them get started.
“Our goal is to provide advisors with essential business data
and give them a clear sense of how they stack up against peers and
the industry’s top performers,” said Vanessa Oligino, director of
Business Performance Solutions at TD Ameritrade Institutional.
“Best of all, we give advisors a plan of action plus education
resources that can help them enhance growth, increase efficiency
and deliver a better client experience, backed with personal,
ongoing guidance of our business performance consultants.”
Advisors attending National LINC 2017 can get a demonstration of
the FA Insight Benchmarking Tool and receive a customized
benchmarking report.
Additional New Applications
Over time, TD Ameritrade Institutional will provide RIAs access
to a wide collection of custom reports, diagnostic tools and
dashboards. Later this year, for example, the Veo One Analytics
suite will introduce an operational efficiency dashboard to help
advisors identify and tackle their top service disruptions. This
dashboard can help pinpoint the source of a firm’s issues, limit
rework required by staff and, ultimately, help RIAs deliver a
better client experience.
Future analytics applications can include tools that offer
deeper insights into client demographics, operational efficiency
and money in motion, all with an eye toward relevant peer
benchmarking.
“There is a mountain of information out there, so we aim to
simplify data into easy-to-understand insights, align those
insights to action and help advisors run better businesses,” Ruda
continued. “By breaking big data down into smaller, actionable
insights, we can empower more advisors pursue their goals.”
To Learn More
To learn more about Veo One Analytics or the FA Insight
Benchmarking tool, TD Ameritrade Institutional clients can contact
their sales representative or relationship manager. Advisors who
are not clients can call (800) 934-6124 or visit
www.tdainstitutional.com.
FA Insight is a product of TD Ameritrade Institutional, Division
of TD Ameritrade Inc., member FINRA/SIPC. FA Insight and TD
Ameritrade are trademarks jointly owned by TD Ameritrade IP
Company, Inc. and The Toronto-Dominion Bank. © 2017 TD
Ameritrade.
About TD Ameritrade InstitutionalTD 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 CorporationMillions 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 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
Source: TD Ameritrade Holding Corporation
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version on businesswire.com: http://www.businesswire.com/news/home/20170202005287/en/
TD Ameritrade Holding CorporationJoseph Giannone,
201-369-8705Communications & Public AffairsMobile:
201-725-8584Joseph.Giannone@tdameritrade.com
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