AdvisorEngine | Spark helps advisors jumpstart relationships with a fast, intuitive, and straight-through online account opening workflow that can be driven by either advisor or client. Supporting over 10 different account types, Spark gives advisors and clients a choice of electronic signature or validated printed documents and combines documents into a single digital envelope. Spark provides visibility into the account opening and proposal process, and hosts the generated documentation for compliance approval and document retention.
Complete TD Ameritrade Institutional forms to electronically onboard clients
Real-time Veo alerts used for client management and prospecting
View Veo data such as client account balances, positions and history