Several advisors have asked about updates on Veo One, the technology dashboard from TD Ameritrade Institutional announced to much fanfare during the company’s 2015 conference (watch Veo One details from the TD Ameritrade Institutional National LINC 2015 Conference).
I met once again with Technology Solutions executives Chris Valleley and Jon Patullo to set expectations on when advisors can expect the official rollout of Veo One (hint: it will be an iterative rollout planned for the fall of 2016).
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