Vanare | Spark
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.
Integration Features
  • 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
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