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TD Ameritrade Institutional Recognizes Technology Firms With Inaugural Veo Integrated Awards

TD Ameritrade Institutional 1 is pleased to announce its first-ever Veo ® Integrated Awards, recognizing six innovative technology companies that have maximized the capabilities of TD Ameritrade’s Veo open access platform to deliver technology that helps make independent registered investment advisors (“RIAs”) more productive, more efficient and more satisfied.

The awards, which seek to foster innovation throughout the advisor technology community, were presented during TD Ameritrade Institutional’s fifth annual Veo Open Access Technology Summit, a unique event which brings together leading software providers and fosters industry efforts to enable greater innovation and integration of advisor technology. This year, representatives from nearly 20 different technology firms attended the Summit.

There were three award categories. The Innovation Award went to companies whose technology has the deepest level of integration with Veo and with other third party applications. The Newcomer of the Year Award recognized innovative technology companies that first went live with their Veo integration in 2013. The Advisor Satisfaction Award winners were chosen based on a survey of nearly 500 registered independent advisors using the services of TD Ameritrade Institutional. The inaugural winners are:

Innovation Award
  • Orion Advisor Services (Portfolio Management)
  • Redtail Technology (Customer Relationship Management)

Advisor Satisfaction Award
  • Junxure (Customer Relationship Management)
  • MoneyGuidePro (Financial Planning)

Newcomer of the Year Award
  • AdvisoryWorld (Analytics)
  • Morningstar Office (Portfolio Management)

“We want to thank these firms for their leadership in leveraging the flexibility of Veo and achieving the highest levels of technology integration,” said Jon Patullo, managing director of technology solutions at TD Ameritrade Institutional. “These companies are giving RIAs the tools they need to serve their clients better, increase efficiency and improve their firms’ financial performance.”

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