Tag Archives: Jon Patullo

How TD Ameritrade Institutional continues to woo advisers with Veo One®, Alexa skills, and more

Posted on February 12, 2019 by in Uncategorized

Click here to watch this video on YouTube

2019 TD Ameritrade Institutional National LINC coverage sponsored by Envestnet | Tamarac Sign up for a demo at http://www.fppad.com/tamarac

I connected with technology executives from TD Ameritrade Institutional at the 2019 National LINC conference to get all the updates on how TD Ameritrade Institutional is pushing the envelope on Veo One, technology innovation, and enhancing the client experience.

Innovation and AdvisorClient Updates

First up is Jon Patullo, Managing Director, Technology Product Management for TD Ameritrade Institutional to discuss Innovation Alley, new TD Ameritrade Institutional skills for Alexa, and updates to the AdvisorClient user experience.

Growth of Veo Open Access

Then I met with Marcel Tsai, Senior Product Manager, Technology Solutions for TD Ameritrade Institutional to discuss the latest statistics of the Veo Open Access solution provider network and identify the vendors that are integrated with Veo One.

Veo One® Enhancements and Innovation Quest

Finally I met with Chris Valleley, Director of Technology Solutions for TD Ameritrade Institutional to discuss the functionality present in Veo One for financial advisers and highlight the new Innovation Quest competition being introduced at the 2019 National LINC conference.

Overstock.com to launch automated investment service: Flash briefing for February 5, 2018

Posted on February 5, 2018 by in Conferences, Flash Briefing, Technology

Here are the links to today’s top stories:

Overstock.com and tZERO Advisors Launch Robo-Advisor Digital Investment Platform from Businesswire

Yes, You Can Find a Financial Planner Even if You’re Not Rich from the New York Times

Everything New in Veo One® from the 2018 National LINC Conference from YouTube

Welcome to the FPPad fintech briefing, Here are the top fintech stories you need to know today.

Overstock.com Announces Automated Investment Service

You never know when you’ll have the urge to buy a new sofa, portable generator, and, oh I don’t know, a diversified portfolio of low-cost exchange traded funds? Well now you’re in luck, as online discount retailer Overstock.com announced plans to introduce an automated investment service to its customers powered by tZERO Advisors. The service promises to match investors to one of several Adaptive Dynamic Portfolios managed by FusionIQ, or investors can customize their allocation among the portfolios on their own, all for a flat monthly fee of $9.95 instead of a fee based on percentage of investor assets like in other automated providers.

XY Planning Network Offers Affordable Fiduciary Financial Planning to Americans

Speaking of affordable monthly fees, millions of Americans think they need to have hundreds of thousands of dollars in order to qualify for an engagement with a comprehensive financial planner, but that is just not true according to a New York Times article by Ron Lieber published over the weekend. Leiber highlights the XY Planning Network, an organization of nearly 600 financial planners who all agree to act in their clients’ best interest at all times, offer affordable recurring fees simialr to a cable bill, and be willing to work virtually with clients from anywhere in the United States.

Updates from the 2018 TD Ameritrade Institutional National LINC Conference

And to finish last week, I attended the 2018 TD Ameritrade Institutional National LINC Conference and connected with the technology strategy team to learn more about the latest enhancements to the company’s Veo One solution for financial advisors. Here’s Managing Director Jon Patullo with a key takeaway:

The feedback for Veo One ® has been tremendous, advisers really love the platform to be able to come to one place and do everything they need to do is a home run. They’re thrilled with it, we’re in the process of rolling it out to all of our advisers, it’s available to every single adviser today, and they’re continuing to adopt it. It’s been a huge home run and we’re really excited to demo it for advisers this week.

My full interview with Jon is on the FPPad YouTube channel, so visit fppad.com/flashbriefing to get all the links to today’s top stories.

I’m Bill Winterberg, and those are your fintech headlines for today from FPPad.com, be sure to check back in with me later for more fintech news.

Everything New in Veo One® from the 2018 National LINC Conference

Posted on February 4, 2018 by in Conferences, Video Spotlight

Everything New in Veo One® from the 2018 National LINC Conference

(click to watch on YouTube)

We met with TD Ameritrade Institutional’s Jon Patullo and Chris Valleley to update financial advisers on what’s new with Veo One® and the addition of FA Insights benchmarking information to support adviser growth.

Our coverage of the 2018 National LINC sponsored by Envestnet | Tamarac. Visit http://fppad.com/tamarac to sign up for a demo today.

 

When will TD Ameritrade Institutional release Veo One to advisors?

Posted on February 5, 2016 by in Conferences

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).

Our coverage from TD Ameritrade Institutional National LINC is brought to you by Wealthbox CRM. Sign up for a free trial today at wealthbox.com

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Click here to watch the video on YouTube

Advisers want help identifying software integration; look for the logo, says TD Ameritrade Institutional

Posted on July 23, 2013 by in Efficiency, Software

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 logo says TD Ameritrade Institutional

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).

TD Ameritrade Institutional Veo® open access now offers seven integrations with popular CRM software

Posted on December 20, 2012 by in Technology

Pareto Platform, Tamarac Advisor CRM, Junxure CRM and Advisors Assistant are now integrated with the custodian’s Veo® open access platform

In a press release today, TD Ameritrade Institutional announced that it has added four new integrations of CRM software to its Veo® open access platform, bringing the number of CRM integrations supported up to a total of seven.

Click to view the press release (at MarketWatch.com)

Existing CRM software integrations included Salesforce, Ebix and Redtail, where advisers can customize a dashboard to view total client holdings with data provided via TD Ameritrade Institutional Veo® open access connections.

In the press release, Jon Patullo, managing director of technology product management, TD Ameritrade Institutional, said, “Technology that helps an advisor manage a better client experience is becoming increasingly important. By integrating data between Veo and CRM systems, advisors are now armed with a more robust CRM system that can help boost productivity, improve client service, and streamline numerous tasks so advisors can spend their time on what matters most – their clients.” (see: TD Ameritrade Institutional’s Veo® Open Access to enhance trading, fee billing, and client on-boarding processes)

Since its launch in July 2010, Veo® open access now offers integrations with over 60 technology vendors spanning advisers’ critical systems including CRM, portfolio management, financial planning, and document management software. For more information about Veo® open access, visit TD Ameritrade Institutional online at http://www.tdainstitutional.com/

[VIDEO] thinkpipes® integration into Veo® platform enables advisers to trade options more efficiently

Posted on July 11, 2012 by in Video Spotlight

TD Ameritrade Institutional’s integration of an award-winning trading platform will help advisers manage options strategies in just a few clicks

Time and inflation are eating away at your clients’ portfolios in the current low-return market environment. In response, many of you are considering options to diversify investment strategies, hedge specific sector exposure, or increase portfolio income.

But implementing complex options strategies across hundreds of client accounts exponentially increases the resources you must allocate to traditional portfolio management.

In my latest video spotlight, I spoke with TD Ameritrade Institutional’s Jon Patullo about the company’s recent integration of thinkpipes®, named “Best for Options Traders” in 2011 by Barron’s Online Broker Survey, into the Veo® platform.

Patullo also provides a brief overview of the thinkpipes dashboard and how easy it can be to roll a set of options contracts forward across multiple accounts.

(watch thinkpipes® integration powers options trading in TD Ameritrade Institutional’s Veo® platform on YouTube)

Video Spotlight: Exclusive look at Veo® Mobile app updates for iPad from TD Ameritrade Institutional’s Jon Patullo

Posted on April 10, 2012 by in Technology, Video Spotlight

Last week you found out about TD Ameritrade Institutional’s updates to the Veo® Mobile app for ipad, including the ability to trade equities and mutual funds and stream CNBC.

Yesterday, Jon Patullo, Managing Director of Technology Product Management, gave me an exclusive tour of the app’s new features from TD Ameritrade Institutional’s offices in Fort Worth, TX. Enjoy the video.

(click to view on YouTube)

FPPad Bits and Bytes for April 6

Posted on April 6, 2012 by in Bits & Bytes

At last, good content to share with you on financial planning technology from the last week! Here are this week’s stories of interest:

TD Ameritrade makes trading on iPads for RIAs available before mobile devices from RIABiz.com

[You found out Wednesday afternoon that TD Ameritrade Institutional rolled out an update to its Veo® Mobile app for iPad that includes trading, real-time client account access, and live streaming CNBC. In Brooke Southall’s article for RIABiz, he relates some clarity from Jon Patullo on why the company decided to support trading on the popular tablet.] Following the lead of Pershing LLC and Fidelity Investments but ahead of Schwab Advisor Services, TD Ameritrade Institutional is ma king it possible for advisors to place trades for mutual funds, ETFs and equities from chairlifts and hotel lobbies using iPads.

Mobile-Management from Financial Planning

[This is a decent short overview of a few apps with which advisers are finding success with clients. Included are goalgamiPro from Advisor Software (see my intervew on goalgami with ASI’s Neal Ringquist), AdvisorView from Tamarac, and mobile apps by Orion Advisor Services.] New and powerful planning tools lets advisors such as Betty Hedrick slash the time required for both nuts-and-bolts planning, as well as the once time-consuming transactional work of managing wealth.

Also note that AdvisorOne is starting a 10-part series by Actifi’s Spenser Segal on top technology trends for advisers. The first update is just an overview of what’s to come in the future, but it’s worthwhile taking note so you don’t miss subsequent updates in the future.

TD Ameritrade Institutional enchances Veo® Mobile with trading and real-time client account access

Posted on April 4, 2012 by in Practice Management, Technology

Advisers using the Veo®  Mobile app can trade and view client account information in real time

In a press release today, TD Ameritrade Institutional announced several enhancements to mobile apps it provides for the Veo® advisor platform.

Click here to read the press release (at Marketwatch.com)

If you recall my interview with Chris Valleley, Senior Manager of Technology Product Management, he mentioned that the trading interface would be opened up to partners through Veo® Open Access, including the company’s own iRebal rebalancing software provider. Now that same trading capability has been expanded to include mobile apps available to advisers who custody assets with TD Ameritrade Institutional.

In today’s release, Jon Patullo, Managing Director of Technology Product Management commented, “In today’s volatile economic environment, advisors need to be able to stay connected while on the go and have the ability to monitor markets and manage their business anytime, anywhere.”

However, not all advisors are on board with trading via mobile devices as noted in this recent RIABiz article, Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future.

In some circumstances, advisers may find the trading functions too limited to submit bulk trades across all client accounts or to perform sophisticated rebalancing. On the other hand, being able to conduct one-off trades while away from the home office is very convenient, and is becoming a more frequent circumstance with advisers seeking productivity from mobile apps while on the road.

Veo® Mobile is available for download from the iTunes app store.