[VIDEO] How financial advisers can compare technology integrations

Financial advisers can quickly assess technology integrations with TD Ameritrade Institutional’s analysis tool

How well does one CRM integrate with financial planning software? What about integrations between portfolio management software and rebalancing software?

To answer those questions, TD Ameritrade Institutional created the Integration Analyzer. Available to all of its affiliated advisers, Integration Analyzer quickly displays how well one software program integrates with another, and with Veo® Open Access.

For insight as to how Integration Analyzer works, I met with Chris Valleley, Director of Technology Solutions for TD Ameritrade Institutional at the custodian’s offices in Fort Worth, Texas. View the video below for the demo.

(click to view on YouTube)


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