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

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

Portfolio management

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

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.