You became an RIA because you wanted to run your practice your way. You deserve a tool that can help you do just that.
With Veo One, you can conduct business with flexibility and ease. Research market trends and place trades. View and update client account information in one convenient place. And work where you want, when you want, and on whatever device you want. In other words, manage your business the way you want—and have more time to give amazing service to your clients.
Enter data once and access it everywhere
Toggling between apps to make the same update multiple times can be a waste of time. Take your day back with Veo One, where you can make an update once and automatically apply it to other integrated apps. And you'll get it all in a single, user-friendly view. Now how’s that for convenient?
Efficiently manage client accounts
| Account management doesn't have to be a pain. Use Veo One to quickly check off all your to-dos and get back to the work you actually love. | |
| • | Quickly open accounts |
| • | Access comprehensive account profile information |
| • | View real-time balances, positions, and history |
| • | Retrieve electronic statements and confirmations |
| • | Move money on demand |
| • | Complete paperwork online |
| • | Deposit checks securely online |
| • | Check the status of submitted paperwork |
| • | View alerts |
| • | Upload and process management fees online |
Trade with security and ease
| Save time (and potentially reduce costs) with a fast, reliable, secure, and flexible trading platform. Because that's how trading was meant to be. | |
| • | Submit single or multiple orders for equities and options (including multi-legged option orders) |
| • | Enter block orders and make allocations |
| • | Upload order files |
| • | Access more than 16,000 mutual funds1 and 6,000 NTF funds2 |
| • | Use the TD Ameritrade Dividend Reinvestment Program (DRIP)2 |
| • | Route trades through FIX |
| • | Place options spreads, straddles, strangles, buy/writes, unwinds, and exercises3 |
Handle administrative tasks quickly
| Put Veo One to work for your business—using it to take care of administrative tasks quickly, easily, and all in one place. | |
| • | Rebalance with iRebal® |
| • | Use customizable fixed-income tools |
| • | Offer clients online access to their accounts through AdvisorClient® |
| • | Gain powerful insights about your business with the FA Insight Benchmarking Tool |
| • | Access valuable market data with thinkpipes® |
| • | Find available research and market news |
Analytics
| • | AdvisoryWorld |
| • | YCharts |
CRM
| • | AdvisorEngine |
| • | Grendel |
| • | Junxure® Cloud |
| • | Redtail Technology |
| • | Salesforce.com® |
| • | Wealthbox |
Document Management
| • | DocuSign® |
| • | Laser App® Anywhere |
| • | Laserfiche® |
Financial planning
| • | Advizr |
| • | eMoney® |
| • | Envestnet | Finance Logix® |
| • | iRetire by BlackRock |
| • | MoneyGuidePro® |
| • | RightCapital® |
Online advice
| • | AdvisorEngine |
| • | Blueleaf |
Portfolio management
| • | Advyzon | • | Grendel |
| • | Albridge Wealth Reporting | • | Morningstar® |
| • | Black Diamond® | • | Orion Advisor Services |
| • | Envestnet | Tamarac | • | Panoramix |
Rebalancing and trading
| • | iRebal® |
| • | thinkpipes® |
| *More integrations in development | |
Other Office Tools
| • | AdvicePay |
| • | Riskalyze |
| • | Wealth IQ |
