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

Ready to integrate your day?

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

See for yourself