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By John Sullivan, AdvisorOne |
December 20, 2012
Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.
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By Joyce Hanson, AdvisorOne |
April 5, 2012
TDAI advisors who use iPads can trade funds and equities via Veo, while advisors logging on through their smartphones can view real-time client account balances.
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By John Sullivan, AdvisorOne |
February 3, 2012
A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.
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By John Sullivan, AdvisorOne |
September 16, 2011
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.
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By Danielle Andrus, AdvisorOne |
January 17, 2011
TD Ameritrade Institutional announced Jan. 6 that the firm would launch an application programming interface (API) to allow advisors to integrate their back office technology with TD Ameritrade's Veo trading and account management platform.