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

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

CRM

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

Document management

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

Financial planning

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

Office tools

Abacus Group Jaamoon Gainfully
ActiFi Roadmap® GenTech
AdvisorEngine | Flow Great West Financial Smart Track®
Arcons Technology Inc. billPort Jaccomo jCore
BillFin National Advisors Trust (NATC)
ByAllAccounts OpenFinance
DST Systems Outsourcethis
Factset Quovo
fi360 Riskalyze
Fina RiXtrema
FinaMetrica Smart RIA
Financial DNA SS&C/Advent Evare
Financial Recovery Technologies Totum

Online advice solutions

AdvisorEngine NestEgg Modestspark
AdvisorEngine Synapse Oranj
AutoPilot RobustWealth
Emotomy Trizic Accelerator
Envestnet Advisor Now Wealth Access
Jemstep    

Portfolio management

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

Trading and rebalancing

BlazePortfolio
Envestnet Tamarac | Advisor Rebalancing
goalgamiPro
iRebal®
RedBlack Rebalance Express
thinkpipes®

Ready to integrate your day?

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