Even more powerful, the technology will be designed to adapt and learn how an advisor works. The uniquely user-based platform will analyze activity patterns and present relevant information to help advisors and staff work smarter. For example, when opening a new client account, the platform will offer next steps to minimize the number of clicks necessary to complete a task. Advisors will be able to customize various configurations based on the type of work the user most frequently performs and their preferred device.“Whether it’s the principal, trader or admin staff, the dashboard will understand the user’s activities in the firm and adapt, rather than the user having to adapt to the technology. The dashboard will keep track of workflows spanning multiple applications, creating efficiencies that simply don’t exist today,” added Chris Valleley, director of technology solutions, TD Ameritrade Institutional. “We are encouraged by advisor response to our Veo open access effort and look forward to delivering the next evolution of our long-term technology vision.” Orion Advisor Services, LLC is part of the Veo open access network and was one of the first advisor technology providers to integrate with Veo. "The unified platform is designed to be a socket, giving advisors the flexibility to choose which Veo-integrated technologies they want to plug in. It's a truly elegant solution to a complex problem and long held advisor aggravation," said Eric Clarke, president, Orion Advisor Services, LLC. "Once again, TD Ameritrade Institutional has set the pace for technology innovation." The new Veo dashboard, which is scheduled for initial launch this summer, will be showcased at TD Ameritrade Institutional’s 2014 National Conference, Jan. 30-Feb. 1. Advisors will also have the opportunity to learn more about the latest advisor technology integrations. Sessions will cover technology trends and explore such new capabilities as electronic account opening, advanced trading, automated rebalancing and cloud technology as well as best practices for implementing technology. Advisors can also explore the benefits of integration in TD Ameritrade Institutional’s recently published whitepaper, The Integration Challenge: Harness Your Technology to Drive Productivity and Efficiency. TD Ameritrade and Orion Advisor Services, LLC are separate and unaffiliated companies, and are not responsible for each other’s policies or services.
About TD Ameritrade InstitutionalTD Ameritrade Institutional 1 is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows advisors to run their practices more efficiently and optimize time with clients.About TD Ameritrade Holding CorporationMillions of investors and independent investment advisors have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier. Our clients want to take control and we help them decide how, whether online, over the phone, in a branch or with an independent investment advisor. We’ve been bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2014 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information. Brokerage services provided by TD Ameritrade, Inc., member FINRA ( www.FINRA.org) /SIPC ( www.SIPC.org) /NFA ( www.nfa.futures.org) 1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation. Access to the Veo platform’s open access capabilities is provided as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo open access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed.