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A Smart Start At National Conference: TD Ameritrade Institutional Reveals Plans To Launch New Intelligent Technology Platform For Advisors

Artificial intelligence was once considered science fiction, but today’s technology can learn and adapt to our behaviors, whether it’s suggesting movies, advertisements or even friends. TD Ameritrade Institutional 1 sets a vision for making advisor technology smarter and more efficient by launching an initiative to create an intelligent technology platform for advisors.

Building on the success of its Veo ® open access effort, TD Ameritrade Institutional will give advisors the ability to harness the collective power of more than 60 leading advisor technology providers integrated with its Veo trading platform. Designed to help advisors save time, improve client service and power future growth, the newly conceived Veo dashboard will serve as “Mission Control”, allowing advisors to access multiple technology applications in one place. Along with addressing common inefficiencies associated with managing fragmented technology systems, in future enhancements the dashboard will have the ability to adapt and learn the user’s preferences and habits.

“Advisors have told us they want a unified technology experience that maximizes their existing technology and allows them to spend more time serving their clients,” said Tom Nally, president, TD Ameritrade Institutional. “We’re answering by building an adaptable technology platform that can serve as a foundation to integrate today’s advisor applications and position advisors to take advantage of tomorrow’s technology innovations and trends.”

Advisors will have the ability to login and launch Veo integrated applications from one screen including customer relationship management (CRM), document management, financial planning, portfolio management, trading and rebalancing. Multiple data streams will flow through the dashboard making it possible to navigate seamlessly among all applications with client information in context. Updates to information in one application can automatically be applied to other integrated systems. Advisors will see clients’ full financial picture on one screen, a consolidated view, including financial plans, performance reports, real-time account information, CRM tasks and administrative activities.

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