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TD Ameritrade Institutional Earns Top Marks For Advisor Satisfaction – Again – In Financial Planning Magazine’s Annual Tech Survey

Stocks in this article: AMTD

TD Ameritrade Institutional1 for a second straight year secured top investment advisor satisfaction scores among custodians in Financial Planning magazine’s annual Financial Planning Tech Survey. TD Ameritrade Institutional led all other registered investment advisor (RIA) custodians with the highest percentage of “very satisfied” advisors.

The survey, which offers insights into advisors' views of the technology they use each day, shows TD Ameritrade Institutional client satisfaction was driven in part by its Veo ® open access initiative. This industry-wide effort has helped integrate a range of technology services and applications advisors use to manage client accounts and advisory firm operations.

“Much of this [satisfaction] is due to the very popular Veo open access integration initiative, but TD [Ameritrade Institutional]'s decision to release a free, cloud-based version of iRebal to advisors next year no doubt helped perceptions, as well,” Joel Bruckenstein, Financial Planning technology columnist and editor-at-large, wrote in the December issue.

Financial Planning polled advisors on their views and preferences regarding technology, from mobile devices, customer relationship management and portfolio management software to document-management, financial planning software and social media. Respondents also were asked to rate their overall satisfaction with the technology services provided by their custodian.

“Once again, Financial Planning’s survey confirms that our open architecture approach to technology is the working for many advisors. We will continue to collaborate with technology providers to deliver quality integrations and give advisors the freedom to choose which systems best meet the needs of their businesses,” said Tom Nally, president, TD Ameritrade Institutional. “We’re thrilled advisors are seeing the benefits of our integration efforts and we’re not letting up. Advisors can expect even more time-saving technology developments from us in the coming year.”

The Veo open access community has expanded since last year’s Tech Survey, nearly doubling the number of vendors with live integrations to more than 55. Since launching Veo open access in April 2010,

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