2011 is off to a roaring start, and this week’s Bits and Bytes captures that fact.
Included are two stories on Orion Advisor Services’ new mobile app for advisors and their clients, two stories on TD AMERITRADE Institutional’s API for their Veo technology platform, and one article on a web-based tool to facilitate new Form ADV Part 2 regulatory filings.
Here are this week’s stories of interest:
Orion Advisor Services Launches App For Mobile Platforms from FPPad.com
In a continuation of 2010’s trend towards mobile device adoption, Orion Advisor Services, LLC of Omaha, Neb. announced today that it released applications for the Android and Apple iOS platforms.
and How Orion Advisor Services became a mobile device pioneer and how competitors plan to react from RIABiz.com
Eric Clarke of Orion Advisor Services is making accessibility by mobile means a big strategic priority with the development of an Orion app for Droids, iPads and the like.
A Game Changer from Financial Advisor Magazine
TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.
TD Ameritrade Institutional reporting progress on its open API initiative from InvestmentNews.com
Third-party vendors are anxious to integrate with Veo, TD Ameritrade Institutional’s trading and account management platform and be able to securely exchange data.
ADV Help from Financial Advisor Magazine
This new Web-based platform helps RIAs easily update their regulatory reports.
