A flexible, open platform designed for maximum efficiency
Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your business your way.
With the ability to automate and streamline labor-intensive tasks, Veo may help you reduce costs while increasing productivity. The result is less time in front of your computer and more time in front of your clients.
Within Veo, you can:
- View client accounts through single and consolidated views
- View real-time account information such as balances, positions and history in third-party providers' applications
- Access alerts and TD Ameritrade Institutional communications both in Veo and in third-party providers' applications
- Access your integrated CRM, portfolio management, financial planning, document management and other office tools directly from Veo
- Customize different access levels in your office
- Process cash management requests online for client accounts
- Complete new account applications and paperwork electronically online
- Upload and process management fees online
- Leverage self-service functionality to manage client requests online
Capture more opportunities with the Veo platform's mobile capabilities.
We understand that you need flexibility to run your business from anywhere. Take advantage of the Veo platform's mobile capabilities—Veo Mobile for iPad and the Veo Mobile site.