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 |
Your new, integrated workflow is waiting to be created from more than 150 third-party technology providers.
Analytics
| • | 55IP | • | HiddenLevers |
| • | Act Analytics | • | Kwanti |
| • | AdvisoryWorld | • | MacroRisk Analytics |
| • | Andes Wealth | • | Statpro Revolution |
| • | ATA Risk Station | • | StockCalc |
| • | Bloomberg PORT <Go> | • | The E-Valuator |
| • | Chaikin Analytics | • | Trinlogix |
| • | Clearwater Analytics | • | YCharts |
CRM
| • | Advisors Assistant | • | Redtail CRM |
| • | Advyzon | • | Salentica |
| • | Appcrown | • | Salesforce |
| • | Envestnet | Tamarac Advisor CRM | • | Skience |
| • | Grendel | • | SmartOffice |
| • | Junxure® | • | Sycamore |
| • | Junxure Cloud | • | Vision Financial Marketing |
| • | Omniscient | • | Wealthbox |
| • | Pareto Platform | • | XLR8 |
| • | Persona |
Document management
| • | AdvisorEngine | Spark | • | Laser App |
| • | Advisor Products, Inc. AdvisorVault | • | Laser App Anywhere |
| • | Anvil | • | Laserfiche |
| • | DocuSign | • | PreciseFP |
Financial planning
| • | Assetmap | • | MoneyTree Software |
| • | 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 |
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 |
| • | Emphasys-software | • | SmartLeaf |
| • | Evare | • | Smart RIA |
| • | Exact Strategies | • | SmartX |
| • | Eze Software | • | Star Compliance |
| • | Factset | • | Stonegate International Administration LLC |
| • | fi360 | • | TerraNua (MyComplianceOffice) |
| • | 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
| • | A360 | • | Fusion Elements |
| • | Addepar | • | Fusion IQ |
| • | Adhesion | • | GeoWealth |
| • | AdvisorEngine | • | Hanlon Advisory Software |
| • | Advyzon | • | Morningstar® Advisor WorkstationSM |
| • | Albridge Wealth Reporting | • | Morningstar® OfficeSM |
| • | AlphaDesk; | • | 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 | • | Sapphire Panoramix |
| • | Envestnet | Tamarac Advisor View | • | TrustFort |
| • | FinFolio | • | VestmarkONE |
| • | FolioDynamix | • | WealthTechs |
Trading and rebalancing
| • | Arcus Partners | • | iRebal® |
| • | ASI Rebalancer | • | Networthservices |
| • | BlazePortfolio | • | RedBlack Rebalance Express |
| • | BondIt |
• | thinkpipes® |
| • | Envestnet Tamarac | Advisor Rebalancing | • | TradingFront |
| • | Exact Strategies | • | TradeWeb |
| • | FIX Flyer | • | ViseAI |
| • | InvestmentPod |
