Jon Patullo

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  TD Ameritrade Adds CRM Offerings on Its Veo Platform

  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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  TD Ameritrade Adds Trading to Veo Mobile iPad App

  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.

• Tech Execs Look to the Future: TD Ameritrade Conference

  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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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  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.

• TD Ameritrade to Launch API

  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.