Technology Innovators Get High Marks for Maximizing Integrations for Independent Registered Investment Advisors

TD Ameritrade Institutional Names Advyzon, Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated Awards

JERSEY CITY, N.J.--()--To help independent registered investment advisors (“RIAs”) keep pace in an era of accelerating technology change, TD Ameritrade Institutional1 has pursued a unique strategy of collaboration, harnessing the innovative and cutting-edge work of an entire community of technology leaders through its Veo Open Access vendor network.

To encourage further collaboration and innovation, TD Ameritrade Institutional announces its second-annual Veo® Integrated Awards, recognizing technology companies that are maximizing the capabilities of TD Ameritrade’s Veo Open AccessSM platform and delivering solutions that help independent RIAs run more productive and efficient businesses. This year’s winners are:

  • Innovation Award: Jemstep (Online Advice Solutions)
  • Advisor Satisfaction Award: MoneyGuidePro (Financial Planning)
  • Newcomer of the Year Award: Advyzon (Portfolio Management)

The Innovation Award winner was based on several criteria, including the depth of a product’s integration with Veo, integration with other third-party applications and the scope of adoption by advisors. The Newcomer of the Year Award recognized the firm that achieved the highest levels of integration and went live on Veo in 2014. The winners of these two awards were chosen by a committee of TD Ameritrade Institutional associates, whose methodology was reviewed by Joel Bruckenstein, CFP®, an industry consultant, columnist and co-founder of Technology Tools for Today.

The Advisor Satisfaction Award was based on a survey of 500 independent RIAs using the services of TD Ameritrade Institutional.

“For more than five years, Veo Open Access has enabled advisors to work smarter, offer a higher level of service and be more productive. More than that, this community of Veo Integrated technology firms helps advisors keep pace with accelerating technology change and take advantage of the latest innovations,” said Jon Patullo, managing director, TD Ameritrade Institutional technology products and solutions. “Firms like Advyzon, MoneyGuidePro and Jemstep offer advisors innovative tools that are also well integrated with their other systems.”

The awards, which seek to foster greater integration within the technology community, were presented during the sixth annual TD Ameritrade Institutional Technology Summit, a unique event bringing together the RIA industry’s leading tech innovators to guide our own technology efforts and advance the broader integration of advisor tools and applications. This year, representatives from 25 technology firms gathered in Chicago for two days of presentations, collaboration and networking.

Integration Yields Innovation

In 2010, TD Ameritrade Institutional became the first major advisor custodian to open up its advisor platform for to third-party software firms by providing access to its application programming interface, or API. Veo’s open architecture approach gives advisors the flexibility to work with the technology they choose. Today, more than 90 technology providers integrate their software with Veo, helping RIAs to be more efficient, more productive and provide a higher level of service.

Veo’s breadth of integrated technology solutions is the key reason why TD Ameritrade Institutional has had the most "very satisfied" advisors among major RIA custodians in Financial Planning magazine’s annual technology survey for three consecutive years.2

Veo OneTM Progress

TD Ameritrade Institutional is taking technology integration to the next level with Veo One, an intelligent, intuitive platform that lets advisors manage their tools and applications -- from CRM and account opening to financial planning and portfolio management -- from one screen, with one log-in and one-click access across multiple applications.

Veo One is designed to make advisors more efficient by letting them complete such workflows as account opening, billing, trading, cash management with fewer clicks. The platform, using data analytics, will over time learn individual preferences and adapt to each user’s role at the firm, delivering the information they need when they need it.

So far this year, Veo One has successfully integrated 11 leading technology tools:

  • Black Diamond
  • DocuSign
  • eMoney
  • Finance Logix
  • LaserApp Anywhere
  • Laserfiche
  • MoneyGuidePro
  • Morningstar
  • Orion Advisor Services
  • Redtail Technologies
  • Salesforce

Joining this group later this year will be TD Ameritrade Institutional’s popular iRebal® and thinkpipes® technology, the next in a long line-up of future integrations and added functionality.

Advisors using Veo One will be able to switch among applications while keeping client information in context -- when a user clicks over to a new application, they’re taken to the same client record they had been viewing. RIAs can update information in one program and then see those changes made automatically in other integrated systems. Built with responsive technology, Veo One is accessible from any desktop, tablet or mobile device.

“Taking advantage of the incredible advancements in technology can be transformational for advisors and their firms. RIAs need solutions that let them improve efficiency, profitably scale up their business and create a better client experience,” said Patullo. “The best way to pursue these goals is through integrated technology that gives advisors maximum choice, flexibility and the capacity to adapt to constant change.”

To Learn More

Learn more about TD Ameritrade Institutional’s open access approach to integrated advisor technology by calling (800) 934-6124 or visiting

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.

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.

About TD Ameritrade Holding Corporation
Millions of investors and independent registered 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 40 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

1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
2 “Tech Survey 2015: What's New Now?”, Financial Planning, 12/1/2014,; “What’s New in Advisor Tech?”, Financial Planning, 12/1/2013,; “Financial Planning 2012 Tech Survey,” Financial Planning, 12/1/2012:

Source: TD Ameritrade Holding Corporation


TD Ameritrade
Joseph A. Giannone, 201-369-8705
M: 201-725-8584


TD Ameritrade
Joseph A. Giannone, 201-369-8705
M: 201-725-8584