Veo's Open Access Capabilities
Flexibility. Choice. Efficiency.

Choice and flexibility have always been the back bone of Veo®, our powerful account management and trading platform. Veo’s integration capabilities are an extension of this belief. Our open approach enables you to determine the applications that will best suit your unique needs, and also can help you gain more from your existing technology solution. Our growing third-party provider network is a reflection of your feedback.

Open Access Capabilities Features Our Commitment Provider Network

Supporting your ability to conduct business your way.

We took time to engage third-party technology providers to help build Veo’s open access capabilities. The result is true integration that lets you gain efficiencies by taking advantage of automated data feeds and embedded workflows. With intuitive single sign-on capabilities, you can also save time by clicking one of the smart links within a third-party application, such as your CRM or rebalancing tool, to directly access the related section in Veo.

Integration features that can help you work smarter include:

  • Leveraging new account opening workflows between your CRM and Veo to simplify document processing, saving significant processing time
  • Access Veo alerts and TD Ameritrade Institutional communications in your CRM and portfolio management system
  • Accessing critical Veo client data in your financial planning software

If you are interested in learning more about TD Ameritrade Institutional and Veo’s new capabilities, call 800-934-6124. Note: If you already custody with us, please call Technology Services at 800-431-3500, option 3.

Market volatility, volume and system availability may delay account access and trade executions.

TD Ameritrade is not responsible for information, opinions or services provided by a third party. TD Ameritrade does not guarantee nor are they responsible for the completeness or accuracy of the data provided or for the quality of any product or service. TD Ameritrade makes no warranty or representation with respect to the service as to suitability or fitness for a particular purpose. In no instance should the listing of a third-party be construed as a recommendation or endorsement by TD Ameritrade. Past performance does not guarantee future results.

Gain more from your technology solution.

We recognize that every advisory firm has unique needs, and one technology solution does not suit everyone. Veo’s open access capabilities give you the freedom to choose the applications that best suit your firm’s specific requirements.

Flexibility + Choice + Efficiency = Veo's Open Access
Capabilities

Integrate many of the third-party software applications you already use and gain more from your existing technology investments.
Choose from many of the leading technology providers that best suit your needs.
Access client data from Veo in the application of your choice and leverage embedded workflows to gain efficiencies in your daily tasks.
With a wide variety of truly integrated third-party providers, you can do business the way you want, with the tools you want to use.

If you are interested in learning more about TD Ameritrade Institutional and Veo’s new capabilities, call 800-934-6124. Note: If you already custody with us, please call Technology Services at 800-431-3500, option 3.

* Source: Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.

Taking the next step in our history of collaborating with advisors.

Veo’s open access capabilities are the result of extensive research and development. We listened and gathered insights from numerous resources—advisors who custody with TD Ameritrade Institutional, technology providers and industry research. Since early 2010, we have been hosting an annual Technology Summit with prominent third-party providers to gather firsthand feedback on the best practices, features and capabilities of integration.

We will continue to integrate with providers that you currently work with to help develop efficiencies in your day-to-day operations. If you are interested in learning more about TD Ameritrade Institutional and Veo’s new capabilities, call 800-934-6124. If you already custody with us, please call Technology Services at 800-431-3500, option 3.

 

Market volatility, volume and system availability may delay account access and trade executions.

TD Ameritrade is not responsible for information, opinions or services provided by a third party. TD Ameritrade does not guarantee nor are they responsible for the completeness or accuracy of the data provided or for the quality of any product or service. TD Ameritrade makes no warranty or representation with respect to the service as to suitability or fitness for a particular purpose. In no instance should the listing of a third-party be construed as a recommendation or endorsement by TD Ameritrade. Past performance does not guarantee future results.

Understanding advisor needs, and vendor needs.

We are listening to you. Our growing third-party provider network is a reflection of your feedback. We took time to engage third-party technology providers to help build our open access capabilities. The result is truly open architecture, which enables you to connect directly to Veo from third-party applications through single sign-on, and take advantage of automated data feeds and embedded workflows. Below are some of the providers who are already using Veo’s open access capabilities to integrate their applications with Veo.

Advisor Products DocuSign iRebal
Laser App MoneyGuidePro ORION
Profiles Redtail Salesforce
SmartOffice

If you are interested in learning more about TD Ameritrade Institutional and Veo’s new capabilities, call 800-934-6124. Note: If you already custody with us, please call Technology Services at 800-431-3500, option 3.

Market volatility, volume and system availability may delay account access and trade executions.

TD Ameritrade is not responsible for information, opinions or services provided by a third party. TD Ameritrade does not guarantee nor are they responsible for the completeness or accuracy of the data provided or for the quality of any product or service. TD Ameritrade makes no warranty or representation with respect to the service as to suitability or fitness for a particular purpose. In no instance should the listing of a third-party be construed as a recommendation or endorsement by TD Ameritrade. Past performance does not guarantee future results.