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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 Institutional1 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.

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 Institutional
TD Ameritrade Institutional1 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 Corporation
Millions 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.

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