Here’s the third and final pilot in my Video Spotlight series from the TD Ameritrade Institutional 2012 National Conference. This clip features Chris Valleley, Senior Manager of Technology Product Management and his thoughts on vendor participation in Veo® Open Access and how the Technology Product Management team shares best practices with all integration partners.
Special thanks to Chris Valleley, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.
Here’s the second pilot in my Video Spotlight series featuring Jon Patullo, Managing Director of Technology Product Management for TD Ameritrade Institutional.
Special thanks to Jon Patullo, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.
I’m launching a new series on FPPad this year called Video Spotlight. Here’s the first in what I hope will be a growing segment of updates to the blog. Enjoy!
Special thanks to Eric Clarke, TD Ameritrade Institutional, Marriott World Center Orlando, and FishDawg Productions.
I hope you and yours have a wonderful holiday. Here are this week’s stories of interest:
How Black Diamond is faring as a unit of Advent Software from RIABiz.com
[So if you’re a disgruntled adviser on Advent’s legacy software, which new provider are you going to consider? Now that Advent owns Black Diamond, it seems like a no-brainer that advisers will make the transition to the web-based solution with little or no transition cost.] Since the Jacksonville, Fla.-based up-and-comer in portfolio accounting software was purchased back in early June by the San Francisco-based market leader, it has increased the number of advisory practices it serves to 330 from 270, an increase of about 22%.
TD to work on workflows for third-party technology partners from InvestmentNews.com
[This is a good, mid-week submission from Davis Janowski about TD Ameritrade’s efforts to provide sample workflows to advisors using Veo Open Access.] TD Ameritrade Institutional has completed an agreement with technology consultancy Actifi Inc. to help it build automated workflows for TD’s Veo Open Access platform.
Today is the beginning of a busy itinerary for us at FPPad. We’re starting a short vacation to visit family in the Mid-Atlantic, then flying to Ft. Myers, Fla. for FPA Retreat 2011, swinging back north to Baltimore for a few days, then returning to Dallas May 9.
We’ll do our best to provide a weekly update on May 6, but if not, this week’s Bits and Bytes will have to hold you over for two weeks.
TD Ameritrade brings software elite to Dallas for an API summit from RIABiz.com
TD Ameritrade Institutional welcomed around a dozen financial adviser technology providers to its two-day Technology Summit this week in Dallas, TX and provided updates on using its Application Programming Interface.
BlazePortfolio Unveils ATOM ALIGN Cloud Service from BlazePortolio.com
BlazePortfolio today announced the launch of ATOM ALIGN Cloud Service, a hosted rebalancing and trade order management solution for investment organizations.
Choosing Software That Works for Your Advisory Firm-Part 4: Building an Action Plan from AdvisorOne.com
The fourth update in a six-part series by Spenser Segal of ActiFi designed to present best practices to advisors on how to choose, implement and monitor new technology for an advisory firm.
And in case you missed our earlier post, read BrightScope Launches Advisor Pages™, Aggregates SEC/FINRA Sources to Improve Adviser Search
One innovative company is attempting to change the way consumers search for financial advisers.
Thank you to Andy Gluck and Advisors4Advisors for recording a four minute preview of TD AMERITRADE Institutional’s new Veo® Mobile app for iPad.
Click here if you can’t view the embedded video (opens on YouTube).
We were on the road for the first half of this week attending Laserfiche Empower 2011 in Los Angeles. While we took extensive notes over the 2 1/2 day event, we haven’t had the time to review and summarize them for posting (or post anything else for that matter!).
So check back in a week or two for our thoughts on Laserfiche’s potential to increase its presence in financial services.
Meanwhile, here are this week’s stories of interest:
Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors from RIABiz
In the next few months, Fidelity Investments and TD Ameritrade Holding Corp. will launch mobile apps for advisors that deliver functionality from their respective technology platforms, WealthCentral and Veo, according to the companies.
Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients from RIABiz
Tech Enables Convenient Client Connections, my January column at Morningstar Advisor
Growing advisory firms need easy tools they can use to collaborate with busy clients in real time when an in-person meeting is not possible or practical. Here are four screen-sharing tools that advisors should consider adding to their technology toolkit to enhance client service.
2011 is off to a roaring start, and this week’s Bits and Bytes captures that fact.
Included are two stories on Orion Advisor Services’ new mobile app for advisors and their clients, two stories on TD AMERITRADE Institutional’s API for their Veo technology platform, and one article on a web-based tool to facilitate new Form ADV Part 2 regulatory filings.
Here are this week’s stories of interest:
Orion Advisor Services Launches App For Mobile Platforms from FPPad.com
In a continuation of 2010’s trend towards mobile device adoption, Orion Advisor Services, LLC of Omaha, Neb. announced today that it released applications for the Android and Apple iOS platforms.
and How Orion Advisor Services became a mobile device pioneer and how competitors plan to react from RIABiz.com
Eric Clarke of Orion Advisor Services is making accessibility by mobile means a big strategic priority with the development of an Orion app for Droids, iPads and the like.
A Game Changer from Financial Advisor Magazine
TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.
TD Ameritrade Institutional reporting progress on its open API initiative from InvestmentNews.com
Third-party vendors are anxious to integrate with Veo, TD Ameritrade Institutional’s trading and account management platform and be able to securely exchange data.
ADV Help from Financial Advisor Magazine
This new Web-based platform helps RIAs easily update their regulatory reports.
