Welcome!

News Feed Item

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.

More Stories By Business Wire

Copyright © 2009 Business Wire. All rights reserved. Republication or redistribution of Business Wire content is expressly prohibited without the prior written consent of Business Wire. Business Wire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Latest Stories
Sometimes I write a blog just to formulate and organize a point of view, and I think it’s time that I pull together the bounty of excellent information about Machine Learning. This is a topic with which business leaders must become comfortable, especially tomorrow’s business leaders (tip for my next semester University of San Francisco business students!). Machine learning is a key capability that will help organizations drive optimization and monetization opportunities, and there have been some...
"Storpool does only block-level storage so we do one thing extremely well. The growth in data is what drives the move to software-defined technologies in general and software-defined storage," explained Boyan Ivanov, CEO and co-founder at StorPool, in this SYS-CON.tv interview at 16th Cloud Expo, held June 9-11, 2015, at the Javits Center in New York City.
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, whic...
ChatOps is an emerging topic that has led to the wide availability of integrations between group chat and various other tools/platforms. Currently, HipChat is an extremely powerful collaboration platform due to the various ChatOps integrations that are available. However, DevOps automation can involve orchestration and complex workflows. In his session at @DevOpsSummit at 20th Cloud Expo, Himanshu Chhetri, CTO at Addteq, will cover practical examples and use cases such as self-provisioning infra...
As DevOps methodologies expand their reach across the enterprise, organizations face the daunting challenge of adapting related cloud strategies to ensure optimal alignment, from managing complexity to ensuring proper governance. How can culture, automation, legacy apps and even budget be reexamined to enable this ongoing shift within the modern software factory? In her Day 2 Keynote at @DevOpsSummit at 21st Cloud Expo, Aruna Ravichandran, VP, DevOps Solutions Marketing, CA Technologies, was jo...
As Marc Andreessen says software is eating the world. Everything is rapidly moving toward being software-defined – from our phones and cars through our washing machines to the datacenter. However, there are larger challenges when implementing software defined on a larger scale - when building software defined infrastructure. In his session at 16th Cloud Expo, Boyan Ivanov, CEO of StorPool, provided some practical insights on what, how and why when implementing "software-defined" in the datacent...
Blockchain. A day doesn’t seem to go by without seeing articles and discussions about the technology. According to PwC executive Seamus Cushley, approximately $1.4B has been invested in blockchain just last year. In Gartner’s recent hype cycle for emerging technologies, blockchain is approaching the peak. It is considered by Gartner as one of the ‘Key platform-enabling technologies to track.’ While there is a lot of ‘hype vs reality’ discussions going on, there is no arguing that blockchain is b...
Blockchain is a shared, secure record of exchange that establishes trust, accountability and transparency across business networks. Supported by the Linux Foundation's open source, open-standards based Hyperledger Project, Blockchain has the potential to improve regulatory compliance, reduce cost as well as advance trade. Are you curious about how Blockchain is built for business? In her session at 21st Cloud Expo, René Bostic, Technical VP of the IBM Cloud Unit in North America, discussed the b...
You know you need the cloud, but you’re hesitant to simply dump everything at Amazon since you know that not all workloads are suitable for cloud. You know that you want the kind of ease of use and scalability that you get with public cloud, but your applications are architected in a way that makes the public cloud a non-starter. You’re looking at private cloud solutions based on hyperconverged infrastructure, but you’re concerned with the limits inherent in those technologies.
Is advanced scheduling in Kubernetes achievable?Yes, however, how do you properly accommodate every real-life scenario that a Kubernetes user might encounter? How do you leverage advanced scheduling techniques to shape and describe each scenario in easy-to-use rules and configurations? In his session at @DevOpsSummit at 21st Cloud Expo, Oleg Chunikhin, CTO at Kublr, answered these questions and demonstrated techniques for implementing advanced scheduling. For example, using spot instances and co...
The cloud era has reached the stage where it is no longer a question of whether a company should migrate, but when. Enterprises have embraced the outsourcing of where their various applications are stored and who manages them, saving significant investment along the way. Plus, the cloud has become a defining competitive edge. Companies that fail to successfully adapt risk failure. The media, of course, continues to extol the virtues of the cloud, including how easy it is to get there. Migrating...
The use of containers by developers -- and now increasingly IT operators -- has grown from infatuation to deep and abiding love. But as with any long-term affair, the honeymoon soon leads to needing to live well together ... and maybe even getting some relationship help along the way. And so it goes with container orchestration and automation solutions, which are rapidly emerging as the means to maintain the bliss between rapid container adoption and broad container use among multiple cloud host...
Imagine if you will, a retail floor so densely packed with sensors that they can pick up the movements of insects scurrying across a store aisle. Or a component of a piece of factory equipment so well-instrumented that its digital twin provides resolution down to the micrometer.
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settle...
The need for greater agility and scalability necessitated the digital transformation in the form of following equation: monolithic to microservices to serverless architecture (FaaS). To keep up with the cut-throat competition, the organisations need to update their technology stack to make software development their differentiating factor. Thus microservices architecture emerged as a potential method to provide development teams with greater flexibility and other advantages, such as the abili...