TD Ameritrade Institutional Announces Technology Advancements to Increase Advisor Productivity, Business Growth

February 2, 2012 No Comments

SOURCE: TD Ameritrade

JERSEY CITY, N.J.–(BUSINESS WIRE)– Advisors are taking a hard look at their back office operations to identify and take advantage of potential efficiencies. According to TD Ameritrade Institutional’s latest RIA Sentiment survey, more than half of advisors surveyed say they plan to implement technology upgrades to help them overcome business challenges in 2012. To help advisors increase productivity and business growth, TD Ameritrade Institutional¹ announces a series of technology advancements including new third-party integrations with Veo, an integration analyzer tool, an expanded mobile offering and access to thinkpipes^®advanced trading technology.

“Having technology solutions in place can be a key profitability driver in today’s market environment,” said Tom Bradley, president of TD Ameritrade Institutional. “Whether an advisor is looking to execute complex option strategies or on-board new clients, efficient technology can play a critical role to increase the size, efficiency and value of their businesses.”

Veo Open Access Provider Network Expands, List of Technology Integrations Continues to Grow

Salesforce, Junxure, Ebix and Redtail customer relationship management (CRM) platforms are the latest technology integrations now available to advisors through Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform. Nearly twenty technology providers are currently integrated with Veo and more than 30 are beginning the integration process by leveraging Veo’s open access capabilities. Through TD Ameritrade Institutional’s open Application Programming Interface (API), third-party technology providers can integrate common applications advisors use in their back offices such as CRM, financial planning and portfolio management software with Veo. This deep level of integration allows data to flow seamlessly between Veo and multiple applications, creating efficiencies for advisors and their staff.

New Veo Integration Analyzer Helps Advisors Maximize Technology Investments

Advisors looking for technology solutions to drive growth and profitability in their practices will now have a tool to identify the level of integration between their current technology solutions and new applications they may purchase. The Veo Integration Analyzer, available in late February, is an online assessment tool to evaluate multiple third-party vendors and integration scenarios to assist the advisor in making the decision for their business when integrating with multiple vendors through Veo.

More than 30 Open Access Network providers will demonstrate new technology solutions and integrations at the 2012 TD Ameritrade Institutional National Conference, in Orlando, Fla., Feb. 1 — 4.

More Mobile Enhancements Give Advisors the Freedom to Run Their Businesses Anywhere

Adding to the capabilities of Veo^® Mobile for iPad^® in February, advisors will be able to trade mutual funds and equities on the go. Advisors will also gain the ability to stream CNBC news live through the Veo Mobile for iPad app. The application, specifically designed for the iPad, takes advantage of the iPad’s sleek design, touch screen display and intuitive interface, delivering a high-performance user-friendly experience advisors have come to expect from TD Ameritrade Institutional. Advisors with access to the Veo platform can download Veo Mobile for free from the App Store or iTunes at www.itunes.com/appstore.

Veo Mobile for Smartphones

Beginning in March, Veo Mobile will be enhanced for viewing on most smartphone devices, giving advisors even more tools to access real-time client account balances, transactions and client profile information as well as quotes, news and alerts on the road.

Advisors Experience the Power of thinkpipes Advanced Trading Technology

Advisors can fuel their trading experiences by using thinkpipes—a powerful, innovative, advanced trading platform designed specifically for advisors and based on the thinkorswim platform. thinkpipes is designed to meet the needs of all advisors—from traders of equities or exchange-traded funds (ETFs), to those advisors who are looking to start or expand their use of options strategies. It offers an easy-to-use and highly customizable platform with streaming market data, including Level II quotes.

Advanced Capabilities and Features

Starting this month, advisors can use thinkpipes to place equity, ETF, and options orders, while leveraging advanced trading capabilities. The many features of thinkpipes include:

Integration with Veo for seamless flow of trading and account information
Extensive charting capabilities
Robust portfolio analytics and pre-trade simulation and analysis
Real-time risk management
Complex options functionality
Pre- and post-trade allocation of block trades

thinkpipes powers TD Ameritrade Institutional’s Options Market Center, that provides advisors with advanced trading software, options-related expertise and support, as well as an extensive options education program.

Advisors interested in learning more about the latest technology advancements can contact TD Ameritrade Institutional at 1-800-934-6124 or email, institutionalsales@tdameritrade.com. Additional demonstrations will be available at the TD Ameritrade Institutional booth during the 2012 National Conference Feb. 1 — 4 in Orlando, Fla.

About TD Ameritrade Institutional

TD Ameritrade Institutional¹is a leading provider of comprehensive brokerage and custody services to over 4,000 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.

About TD Ameritrade Holding Corporation

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NASDAQ: 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 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit the 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, Division of TD Ameritrade, Inc.

Access to Veo’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.

Apple, the Apple logo, iPad and iTunes are trademarks of Apple, Inc., registered in the U.S. and other countries. App Store is a service mark of Apple, Inc. Apple, Inc. is an independent company, unaffiliated with TD Ameritrade.

Salesforce, Junxure, Ebix, Redtail, and CNBC are separate from and not affiliated with TD Ameritrade, which is not responsible for their policies, services, or content.