Veo is our premier web-based advisor platform — built specifically to meet the needs of today's independent financial advisors. Veo offers what you'll need to manage and grow a successful business. When you log on to Veo you can:
Review account positions, balances and history
View consolidated displays of positions, balances and history for all accounts at once
Download data files for supported portfolio management systems
Trade securities in a block account or individual client accounts
Average price block executions, when necessary
Allocate block trades to client accounts
Receive news, charts and research
Provide multiple levels of access to staff members
Give clients direct access to their accounts online
Upload and process management fees online
Complete forms and applications online
Upload trade files online
Customize the use of the system to suit individual functions within your firm
Log on to Veo® In addition, you can access Veo on the go with Veo Mobile or from your desktop with VeoExpress®.
Market volatility, volume, and system availability may delay account access and trade executions.
