VeoExpress

VeoExpress gives you more power from your desktop. Once you download VeoExpress, you will have access to additional features such as:
  • The ability to store information on an advisor's desktop, eliminating the need to access information multiple times via the Internet.
  • The ability to upload trade lists and management fees from portfolio management systems or generic file formats, such as Excel.
  • Right-click functionality that gives advisors access to pertinent information (e.g., trading, quotes, account details, search features, etc.).
  • Individual account information all on one page.
  • The ability to export account information to compatible programs.