AdvisorEngine and RightCapital Named 2017 Veo
Integrated Award Winners
Many hands make light work, the saying goes, so it follows that
bringing together dozens of innovators can lead to game-changing
technology for independent advisors.
This week, dozens of leading technology executives and
developers gathered in San Diego for the 8th annual TD Ameritrade
Institutional1 Tech Summit to collaborate on ways to make our
industry-leading advisor technology even more useful and
powerful.
When TD Ameritrade Institutional took the open road in 2010 and
invited technology companies to get on board, the result was Veo
Open Access®, a platform repeatedly ranked tops in satisfaction2
and which today features integrations with 119 third-parties. Last
year we took our technology to the next level with Veo One®, a
game-changing platform that lets advisors manage all their
technology tools from one desktop and one log-in.
We’re committed to extending that lead by continually adding new
functionality to deliver advisors a superior client experience.
“The initial version of Veo One we launched last year represents
a giant leap forward for independent RIAs, but we’re not done yet,”
said Jon Patullo, managing director of technology products and
solutions at TD Ameritrade Institutional. “Now, and for years to
come, we’ll be adding new Veo functionality, expanding the number
of integrated technologies and exploring new ways to make Veo One
work harder and smarter for all our clients.”
RIAs that have adopted Veo One benefit from deep integrations
with 15 of the most widely used CRM, financial planning, portfolio
management and other applications. Yet Veo One is designed to be
ever-evolving, always improving, helping advisors to take advantage
of the latest tech trends.
TD Ameritrade Institutional is working to facilitate future
third-party integrations through the use of “co-creation,” a
process that lets technology firms develop innovations through Veo
One more quickly. We are also working to deliver complete Veo
functionality, to allow all advisors on our platform to get the
full benefit of Veo One. And we’re developing new capabilities,
such as a “status tracker” integration platform that lets
technology firms show the progress of new account openings and
money transfers at TD Ameritrade within their own systems.
Veo Integrated Awards
TD Ameritrade Institutional also announced winners of its 4th
annual Veo Integrated Awards, which recognize firms doing the most
to leverage integrated technology. This year’s winners are
AdvisorEngine, winner of the Innovation Award, and RightCapital,
winner of the Advisor Satisfaction Award.
AdvisorEngine in the past year has expanded its Veo-integrated
capabilities, offering advisors an online advice solution to
improve the technology experience of traditional offerings or
function as a separate “robo-advisor” for select clients. Through
AdvisorEngine, which also is integrated with iRebal, advisors can
open accounts, transfer cash, generate billings and sync up
investment models.
AdvisorEngine has also leveraged Veo Open Access Advanced
Alerts, a ground-breaking intraday alerting system that notifies
advisors when clients update information or conduct transactions in
their accounts, resulting in fewer steps for advisors to take to
complete daily tasks.
For our second award, TD Ameritrade Institutional surveys
advisors who custody assets on the Veo platform to measure their
satisfaction with the technology systems they use. RightCapital,
provider of financial planning software to advisors, received the
highest advisor satisfaction score based on the responses of 550
advisors. RightCapital, which offers technology that simplifies the
financial planning experience for clients, has been gaining market
share among independent advisors and getting high marks in advisor
polls.
Integration Evolution
TD Ameritrade Institutional in 2010 became the first custodian
to open its independent advisor platform to third-party software
firms, an approach giving independent advisors flexibility and
choice when it comes to the technology they use. The Veo One
platform takes that commitment to integration and collaboration
even further, enabling RIAs to move easily from application to
application all within the same view.
Veo One helps independent advisors complete common tasks with
fewer clicks and learns to deliver the information they need when
they need it. Veo One is also designed to be accessible anytime,
anywhere, on any device.
Veo One is currently integrated with 15 widely used technology
tools -- AdvisoryWorld, Black Diamond, DocuSign, eMoney Advisor,
Envestnet Finance Logix, iRebal, Junxure Cloud, Laser App Anywhere,
Laserfiche, MoneyGuidePro, Morningstar, Orion Advisor Services,
Redtail Technologies, Salesforce, and Thinkpipes – with many more
on the way.
To learn more about Veo One, visit our website or call TD
Ameritrade Institutional at (800) 934-6124.
The Innovation Award is based on a number of criteria, including
depth of integration with Veo, integrations with other third-party
applications and the scope of independent advisor adoption. Winners
were selected by a committee of TD Ameritrade associates, whose
methodology was reviewed by independent consultant Joel
Bruckenstein of Technology Tools for Today.
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 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 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.2
Financial Planning magazine annual advisor technology survey,
2012-2014.
Source: TD Ameritrade Holding Corporation
View source
version on businesswire.com: http://www.businesswire.com/news/home/20170628005074/en/
TD AmeritradeJoseph Giannone, 201-369-8705Communications
& Public AffairsJoseph.Giannone@tdameritrade.com
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