Veo Open Access

Open up your tech’s potential

You don’t have to settle for a one-size-fits-all tech solution. With Veo Open Access, you can customize the way most financial advising tech works. 

Flexibility Third-party integration points can help you get more from your existing technology
Choice You'll have choices from many leading financial advising technology providers so you can select what best suits your needs
Efficiency Access client data across apps and use embedded workflows for a more efficient day

Current integrations

Your new, integrated workflow is waiting to be created from more than 150 third-party technology providers.

Analytics

55IP Kwanti
AdvisoryWorld MacroRisk Analytics
Bloomberg PORT <Go> StockCalc
Chaikin Analytics The E-Valuator
Clearwater Analytics Trinlogix
HiddenLevers YCharts

CRM

Advisors Assistant Redtail CRM
Advyzon Salentica
Envestnet | Tamarac Advisor CRM Salesforce
Grendel Skience
Junxure® SmartOffice
Junxure Cloud Sycamore
Omniscient Vision Financial Marketing
Pareto Platform Wealthbox
Persona XLR8

Document management

AdvisorEngine | Spark Laser App
Advisor Products, Inc. AdvisorVault Laser App Anywhere
DocuSign Laserfiche

Financial planning

Advicent Right Capital
Advizr Sungard Financial Systems
Cheshire Software TKO Financial Solutions
eMoney Advisor, LLC Vision Financial Marketing
enVestnet | Finance Logix Wealthconductor
goalgamiPro Whealthcare Planning
Informa WealthIQ Wealthtrace
MoneyGuidePro Yourefolio
MoneyTree Software    

Office tools

Abacus Group Jaamoon Gainfully
ActiFi Roadmap® GenTech
Advisor Back Office GeoWealth
AdvisorEngine | Flow Great West Financial Smart Track®
Agreement Express HorseShoe Group 
ALPS Alternative Investment Services Jaccomo jCore
Arcons Technology Inc. billPort LifeYield
ATA Risk Station N Squared
Balance Financial National Advisors Trust (NATC)
Bancorp North East Retirement Services
BillFin OpenFinance
Bridge Financial Technology Outsourcethis
Broadridge OWL Invest
ByAllAccounts Quest CE
CarsonWealth Quovo
CircleBlack Riskalyze
DNA Behavior RiXtrema
DST Systems S&P Global
Evare SmartLeaf
Exact Strategies Smart RIA
Eze Software SmartX
Factset Star Compliance
fi360 Stonegate International Administration LLC
FinaMetrica •  Totum
Financial Recovery Technologies Vanguard
Fiserv YourWela

Online advice solutions

AdvisorEngine NestEgg InvestmentPod
AdvisorEngine Synapse Jemstep
ASI Digital Advice Modestspark
AutoPilot Oranj
Emotomy RobustWealth
Envestnet Advisor Now Trizic Accelerator
Invessence Wealth Access
InvestCloud    

Portfolio management

Addepar Fusion Elements
Adhesion Hanlon Advisory Software
AdvisorEngine Morningstar® Advisor WorkstationSM
Advyzon Morningstar® OfficeSM
Albridge Wealth Reporting Ndex
Arbor Portfolio Manager Orion AdvisorDesktop
Archer  Palette Platform™
Archway Panoramix
AssetBook Portfolio Pathway
ATLAS Portfolio  PortfolioShop
Black Diamond Private Client Resources
Blueleaf RockIT
BOSS TrustFort
Envestnet | Tamarac Advisor View VestmarkONE
FinFolio WealthTechs
FolioDynamix    

Trading and rebalancing

Arcus Partners RedBlack Rebalance Express
ASI Rebalancer thinkpipes®'
BlazePortfolio TradingFront
Envestnet Tamarac | Advisor Rebalancing
TradeWeb
iRebal®    

Ready to integrate your day?

Use the Integration Analyzer to discover how true integration can improve your workflow.