AdvisorEngine
Using AdvisorEngine| Synapse, financial institutions can build powerful digital advice client and advisor applications and workflows. Synapse brings the full power of the AdvisorEngine platform and NestEgg robo-advisor investment customization, but allows advisors to completely develop their own front-end technology stack. Synapse reduces time to market for robo and bionic advisor offerings for firms using existing client-facing technology, interested in controlling the development process.
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
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