TD Ameritrade Institutional has announced the launch of Veo One, a software platform designed to allow advisors to bring their existing Veo Integrated applications onto a single platform, gaining a complete view of their clients and their firms.
According to a news release, the platform can make advisors more efficient by completing account opening, billing, trading, cash management and other workflows with fewer clicks. It applies a user’s preferences and adapts to each user’s role at the firm delivering the information they need.
Advisors can sign in once and navigate easily in and out of different applications, all while keeping client information in context — when a user clicks over to a new application, they’re taken to the same client record they had been viewing. Other innovations include:
- one-click access to the advisor’s alerts, tasks and calendars;
- a summary page with access to CRM, financial planning and portfolio management;
- drag-and-drop functionality among applications; and
- multi-custodial data views through third-party applications.
Advisors can access account balances and positions, move money and, later this year, make trades, shift asset allocations and rebalance portfolios.
TD Ameritrade Institutional has also introduced a thoroughly redesigned client website, AdvisorClient.com, and launched a free, cloud-based version of iRebal.
