TD Ameritrade Institutional 1 expands mobile tools to give independent registered investment advisors on the go access to its Veo ® advisor platform. Advisors logging on to the Veo platform through their smartphone devices now have an optimized view of account balances, transactions and client profile information through the new Veo mobile site. Advisors leveraging the portability of an iPad now have access to new features on the Veo Mobile app for iPad including trading capabilities, consolidated and single client account views, as well as live streaming CNBC.
“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,” said Jon Patullo, managing director, technology product management, TD Ameritrade Institutional. “Enhanced mobile features such as trading and real-time accounts balances give advisors the ability to stay connected, be more efficient and quickly respond to the markets and their clients’ needs regardless of where they are or what mobile device they’re using.”
The Veo mobile site can be viewed on smartphone devices, giving advisors tools to access real-time client account balances, transactions and client profile information as well as quotes, news and alerts on the road. Advisors are now automatically re-directed to the Veo mobile site from any smartphone web browser. The site can also be access at m.advisorservices.com.
In addition to expanded accessibility, advisors can expect the ability to place orders, submit cash management requests and account updates in the coming months on the Veo mobile site.“We are dedicated to expanding our mobile tools that will provide advisors with better choices, efficiency and flexibility in the solutions they use to run their business,” said Chris Martin, senior manager, technology product management at TD Ameritrade Institutional. “The updated app is a sophisticated and convenient solution for advisors looking for straight-forward trading capabilities on the go.”
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