This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

TD Ameritrade Institutional Recognizes Technology Firms With Inaugural Veo Integrated Awards

Stocks in this article: AMTD

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.”

1 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 18,053.71 +23.50 0.13%
S&P 500 2,088.77 +6.89 0.33%
NASDAQ 4,806.8590 +33.3870 0.70%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs