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
