ANNOUNCING THE TD AMERITRADE INNOVATION QUEST FINALISTS


These innovators are shaking up the world of finance.

Here's a look at the TD Ameritrade Innovation Quest finalists and the ideas that earned them the opportunity to compete for the grand prize at the 2019 National LINC Conference.
      

 

PLAN-IT

Innovator: Derrick Wesley

Financial planning gives people a pathway to prosperity. PLAN-IT is an application that teaches financial literacy starting at an early age, to help empower communities and individuals through financial literacy.


 

RIA GENIE POWERED BY ALEXA

Innovator: Timothy Hooker and Brian Smith

RIA Genie will be the voice operated workflow assistant and data collection tool for RIAs, and an asset for clients that allows them to schedule appointments through voice command and get basic updates on their accounts.


 

EMOTOMY

Innovator: Patrick Beaudan

This app uses a machine-learning algorithm to create an early warning system that can help advisors and their clients address issues early on, leading to better relationships, more loyal customers, and potentially better outcomes.


When finance and technology meet, we all win.

These three finalists will each receive $25,000 and the opportunity to present their ideas in front of a live audience this February at the 2019 TD Ameritrade Institutional National LINC Conference. The grand-prize winner will receive an additional $25,000, and they could even get help from TD Ameritrade to bring their idea to life.

We never stop innovating for RIAs. See all the ways we're working to help independent RIAs succeed.