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AdvisorEngine is Now Fully Integrated with Veo One

ORLANDO, February 1, 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.

Some 2,000 RIAs got a glimpse of tomorrow’s technology during TD Ameritrade Institutional’s annual RIA conference, 2018 National LINC, where they were able to 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. They 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 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 they 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.

AdvisorEngine is one of six new Veo One integrations since June 2017:

  • AdvisorEngine
  • Advyzon
  • Blueleaf
  • Envestnet – Tamarac
  • RightCapital
  • Wealthbox

Veo One now features 22 integrated applications from 20 technology companies. These six new additions (listed above) 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, they 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 them 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 Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based, independent RIAs and their clients. Their 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

TD 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. The firm is 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. It has a proud history of innovation, dating back to our start in 1975, and today their team of 10,000-strong is committed to carrying it forward. They 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 the 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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