I just returned from TD Ameritrade Institutional National LINC 2015 Conference in San Diego where I produced a couple of videos covering the technology updates from the event.
Veo® Vendor Village
First, you can get a glimpse of the “vendor village” TD Ameritrade Institutional configures for the technology providers that are integrated with the open access capabilities of the Veo® platform.
Nearly 40 of the 85+ integrated providers were on site providing demos of their technology to the thousands of advisors in attendance.
With over 85 integrated vendors, you may see several new companies that you haven’t heard of before, including Advizr, Vanare, and Upside.
Veo One™
Next up is a preview of Veo One™, TD Ameritrade Institutional’s updated online dashboard designed to be a single source for an advisor’s daily workflow.
Veo One is currently in a private testing period with select advisers, and the official rollout is anticipated in late summer or early fall of 2015.
The first five Veo One integrations will include DocuSign® and Laser App Anywhere for account opening, financial planning software from MoneyGuidePro™, Orion Advisor Services for portfolio management, and Redtail Technologies for CRM.
