Enhanced Advisor Tools and Tomorrow’s
Technology are on Display at National LINC 2018
As the accelerating pace of technology change raises the bar for
independent registered investment advisors (RIAs), TD Ameritrade
Institutional1 is helping clients envision how the latest advances
can impact their firms and explore ways they can raise their own
technology game and remain relevant in a quickly evolving
industry.
This week, some 2,000 RIAs are getting a glimpse of tomorrow’s
technology during TD Ameritrade Institutional’s annual RIA
conference, 2018 National LINC, where they can rub elbows
with virtual reality and digital assistants, match wits with
artificial intelligence and demystify blockchain. Advisors
experienced exponential technologies that may someday have
applications in wealth management, such as augmented reality,
virtual reality and brain-to-computer technology.
“These days, you can imagine the future and then, before you
know it, what once seemed impossible has become reality,” said Tom
Nally, president, TD Ameritrade Institutional. “We want to give
independent RIAs the tools and capabilities they need to navigate a
rapidly changing world, so that they may continue being drivers of
disruptive change for the better.”
Indeed, TD Ameritrade Institutional has delivered several
technology tools and services that advisors can be excited about in
the here and now.
With enhancements to Veo One and iRebal, and the
introduction of Model Market Center and the FA Insight
Benchmarking Tool, TD Ameritrade Institutional offers the
tools, services and functionality that can help advisors compete in
a digital world. LINC attendees could see these and other new
technologies in “Veo Village,” where 85 innovators are gathered to
exhibit their latest and greatest.
Veo One Enhancements
TD Ameritrade Institutional extended its technology lead in the
investment advisor space when it launched Veo One, a
next-generation advisor platform that consolidates all of an
advisors Veo-integrated technology tools into one desktop with a
single sign-on.
In the past year, TD Ameritrade Institutional clients have
realized the benefits of Veo One’s deep integrations with popular
tools, which lets advisors move seamlessly among applications and
automates routine workflows, saving them time and unlocking new
efficiencies. In the coming year, TD Ameritrade expects to train
and onboard 2,000 more firms. We also continue to make Veo One
better.
TD Ameritrade Institutional has added 47 new features and
functions, available on legacy Veo, to the Veo One platform in the
past year. The result: Veo One has essentially all of the
capabilities and functions of the legacy Veo. At the same time, Veo
One’s continues to integrate more technology tools and services to
its open-architecture platform, increasing its utility to more
advisory firms who want to leverage technology investments they
already made.
Just as we added 138 third-party technology tools since
launching the Veo Open Access integration platform in 2011, TD
Ameritrade Institutional will keep adding applications to Veo One
over time.
With six new integrations since June 2017, Veo One now features
22 integrated applications from 20 technology companies. These new
additions -- AdvisorEngine, Advyzon, Blueleaf,
Envestnet – Tamarac, RightCapital and Wealthbox --
join 16 tools and services previously integrated with Veo One:
- AdvisoryWorld
- DocuSign
- eMoney
- Envestnet - Finance Logix
- iRebal on Veo
- Junxure Cloud
- Laser App Anywhere
- Laserfiche Cloud
- MoneyGuidePro
- Morningstar AWS
- Morningstar Office
- Orion
- Redtail
- Salesforce
- SS&C Advent - Black Diamond
- thinkpipes
Do More with Veo One
Advisors on TD Ameritrade Institutional’s Veo platform now also
have access to more tools, widgets and workflow automations, such
as an account opening wizard, a status tracker and remote deposit
capture. The Veo Advanced Alerts platform lets different
third-party systems receive updates from the Veo custody platform
and communicate with each other, realizing even greater gains in
efficiency.
In 2018, we’ve made Veo One even more powerful by delivering big
data and analytics tools right to advisors’ desktops, helping
advisers gain critical knowledge about their firm’s performance and
how they stack up against their peers. The first offering from Veo
One Analytics, available now, is the FA Insight Benchmarking Tool,
powered by more than 15 years of industry data on business
performance, compensation and other key metrics important to
business-owners.
Delivering meaningful innovation like this is a top priority for
TD Ameritrade Institutional, as well as elevating awareness of the
opportunities – and challenges – that come with change. With new
tools and new capabilities, combined with expert consulting
support, TD Ameritrade Institutional seeks to help RIAs navigate
and embrace change.
“In order to stay relevant in this time of exponential change,
advisors must adopt a future-forward mindset – an ability to play
their businesses forward not just the next four quarters but the
next five to 10 years,” said Nally. “A changing world doesn’t have
to be intimidating or frustrating. We think it’s an opportunity and
a good reason to be excited about tomorrow.”
To Learn More
To learn more about Veo One, iRebal on Veo or the FA Insight
Benchmarking Tool, TD Ameritrade Institutional clients can contact
their relationship manager. Other advisors can call us at (800)
934-6124.
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.
FA Insight is a product of TD Ameritrade Institutional, Division
of TD Ameritrade Inc. FA Insight is a trademark owned by TD
Ameritrade IP Company, Inc.
iRebal on Veo is a technology offering of TD Ameritrade
Institutional and is powered by iRebal. iRebal products and
services property of ThinkTech, Inc., an affiliate of TD
Ameritrade, Inc.
About TD Ameritrade InstitutionalTD Ameritrade
Institutional is a leading provider of comprehensive brokerage and
custody services to more than 6,000 fee-based, independent RIAs 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 CorporationTD Ameritrade
provides investing services and education to more than 11 million
client accounts totaling more than $1 trillion in assets, and
custodial services to more than 6,000 registered investment
advisors. We are a leader in U.S. retail trading, executing more
than 700,000 trades per day for our clients, nearly a quarter of
which come from mobile devices. We have a proud history of
innovation, dating back to our start in 1975, and today our team of
10,000-strong is committed to carrying it forward. Together, we are
leveraging the latest in cutting edge technologies and one-on-one
client care to transform lives, and investing, for the better.
Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or
read our stories at Fresh Accounts.
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
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version on businesswire.com: http://www.businesswire.com/news/home/20180201005103/en/
TD AmeritradeJoseph A. GiannoneCommunications + Public AffairsO:
201-369-8705M: 201-467-1946E: joseph.giannone@tdameritrade.com
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