AdvisorEngine
Using AdvisorEngine| NestEgg, advisors can provide a rich client experience to clients of any asset level with holistic wealth management solutions available online, at the user's demand. NestEgg is a plug-and-play solution that is private-labeled with a fully configurable investment philosophy, investment profiling system, and branding. RIAs decide on their investment vehicles, allocations and expected returns. NestEgg supports a hybrid service model, where clients can be served algorithmically or with active help from the advisor.
Integration Features
  • Access critical Veo client data such as alerts, real-time balances, positions, history and quote lists
  • Complete TD Ameritrade Institutional forms to electronically onboard clients
  • Real-time Veo alerts used for client management and prospecting
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