TD Ameritrade Institutional Makes Its Mark on Advisor Technology


TD Ameritrade Institutional Makes Its Mark on Advisor Technology

Little Logo Sends Big Message to Advisors

JERSEY CITY, N.J.--(BUSINESS WIRE)-- A new "Veo Integrated" logo makes it easy for registered investment advisors (RIAs) to identify technology providers that have built valuable integrations with TD Ameritrade Institutional's1 Veo® advisor platform. RIAs in the market to purchase technology can look for the logo on participating technology providers' marketing materials including Web sites, brochures and videos. 2

The "Veo Integrated" logo is part of a larger effort to raise awareness and adoption of the quality technology integrations that have been delivered to RIAs through the Veo open access initiative. The industry-wide effort kicked off in late 2010 to help advisory firms maximize their technology and streamline day-to-day operations. Today, RIAs using Veo have access to integrations with 50 different technology providers including leading customer relationship management ("CRM"), financial planning, portfolio management, rebalancing and document management applications.

"TD Ameritrade Institutional is working with a growing network of technology providers to improve the technology experience for RIAs by integrating common advisor applications with our Veo system," said Jon Patullo, managing director of technology, TD Ameritrade Institutional. "The 'Veo Integrated' logo recognizes the innovation, collaboration and commitment to RIAs shown by firms that have contributed to the success of the Veo open access initiative."

Integration List Expands, Advisor Adoption Increases
TD Ameritrade Institutional continues to expand the list of Veo open access technology providers and deepen existing integrations with Veo. Overall advisor adoption of Veo open access integrations is up 104 percent in 2013. The customized Salesforce CRM app is one of the most widely adopted, with more than 1,000 users.

"In order to participate in the Veo open access initiative, all third-party technology providers must meet a set of stringent security requirements and have the ability to deliver quality service to advisors," added Patullo. "It's important that firms eligible to display the 'Veo Integrated' logo demonstrate a high standard of care and commitment to RIAs."

Additional Resources
For a list of technology providers integrated with Veo, please visit

TD Ameritrade Institutional also offers the Veo Integration Analyzer™ tool to help advisors identify levels of integration between their current applications, or applications they may be considering for purchase. The interactive guide allows advisors to create and compare unique scenarios. Visit

Learn more about the benefits of integrated technology in a recently released whitepaper, The Integration Challenge: Harness Your Technology to Drive Productivity and Efficiency.

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 investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

For more information, including updates on industry affairs and news impacting RIAs visit our blog TDA4Advisors, follow us on Twitter @TDA4Advisors and connect on LinkedIn. For more information about TD Ameritrade Institutional, please visit

About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NYS: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 38 years. An official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or for more information.

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

TD Ameritrade is separate from and not affiliated with third party presenters and organizations, and is not responsible for their services, policies, content, and commentary.

Access to the Veo platform's open access capabilities is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for information, opinions or services provided by a third party. In no instance should the listing of a third party be construed as a recommendation or endorsement by TD Ameritrade. Since we must ensure that all vendors meet our stringent security requirements, integration with new vendors is not immediate and cannot be guaranteed.

1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
2Any use of the Veo Integrated logo will need to be submitted to TD Ameritrade Institutional for approval prior to use.


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TD Ameritrade Holding Corporation
Kristin Petrick
Communications & Public Affairs
O: 402-574-6569, M: 402-218-9813

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