TD Ameritrade Institutional will help advisers identify software integration with a new “Veo Integrated” logo
Financial advisers all want one thing: more integration of the software tools they use.
But finding out if one software program integrates with another, let alone the quality of the integration, is difficult at best.
The ‘Veo Integrated’ logo recognizes the innovation, collaboration and commitment to RIAs shown by firms that have contributed to the success of the Veo open access initiative.
TD Ameritrade Institutional believes it has an answer to advisers’ integration dilemma: a logo.
Want integration between your software tools? Look for the “Veo Integrated” logo, says TD Ameritrade Institutional
In a press release issued today, TD Ameritrade Institutional is launching a new “Veo Integrated” logo to raise awareness of the company’s relationships with third-party solution providers through the Veo open access initiative.
Recognize Innovation
“TD Ameritrade Institutional is working with a growing network of technology providers to improve the technology experience for RIAs by integrating common advisor applications with our Veo system,” said Jon Patullo, managing director of technology, TD Ameritrade Institutional, in the press release.
“The ‘Veo Integrated’ logo recognizes the innovation, collaboration and commitment to RIAs shown by firms that have contributed to the success of the Veo open access initiative,” added Patullo.
Veo Integration Analyzer
TD Ameritrade Institutional also reiterated the presence of the Veo Integration Analyzer™, a web-based tool available to advisers who custody assets with the company. Veo Integration Analyzer is designed to highlight levels of integration between advisers’ existing applications or applications they may be considering for purchase.
Last year I stopped by TD Ameritrade Institutional’s headquarters in Ft. Worth to get a demo of the Veo Integration Analyzer from Chris Valleley, Director of Technology Solutions for TD Ameritrade Institutional. See the demo below (or click here to watch on YouTube).
