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Wednesday, June 25, 2014

United We Innovate: TD Ameritrade Hosts Meeting of Minds to Build Better RIA Technology

TD Ameritrade Institutional recently hosted its 5th Annual Veo® Open Access Technology Summit, a one-of-a-kind event that gathers executives from the RIA industry’s leading technology providers to share their expertise with TD Ameritrade to help integrate and develop innovative new solutions for investment advisors.

For two days, competing vendors of customer management, financial planning and other critical software came together to collaborate on some of the industry’s toughest technology challenges, such as managing wealth across an entire household.

The meetings build on TD Ameritrade Institutional’s open architecture approach to technology development, which gives advisors maximum flexibility when it comes to choosing their software providers. Open access has allowed TD Ameritrade Institutional to integrate more than 66 third-party solutions with its Veo platform. Integration now is fueling further innovation, such as TD Ameritrade’s plan to develop a central “dashboard” that consolidates multiple applications into a single-sign-on platform.

As part of the event, TD Ameritrade Institutional announced its first-ever Veo Integrated Awards, to recognize technology companies that have done the most to maximize the integration of their software with Veo. The Innovation Award went to Orion Advisor Services and Redtail Technology, while AdvisoryWorld and Morningstar Office won Newcomers of the Year. Junxure and MoneyGuidePro won the Advisor Satisfaction Award, based on a survey of investment advisors.

“We value the feedback we get from vendors and we update them on our plans for the next couple of years,” said Jon Patullo, managing director of technology product development at TD Ameritrade Institutional. “This gives us a great opportunity to collaborate with the vendors, to make sure were delivering the right solution to advisors.”

See the Special Report about the Veo Open Access Technology Summit at, where you can hear project updates from top TD Ameritrade executives and see leading technology firm executives share their views on the future of advisor technology.

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.

TD Ameritrade is separate from and not affiliated with Communications Inc., and not responsible for their series, policies, or content.

Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA.

from TD Ameritrade Press Releases


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