The E‐Valuator Announces Partnership With TD Ameritrade Institutional's VEO Platform


The E‐Valuator, LLC, the leading software provider for advisors managing client assets based on their personalized investment performance tolerance standards, today announced an agreement to become an official partner with VEO, TD Ameritrade’s Institutional trading and account management platform.

The agreement allows VEO advisors to receive updated client data into their E‐Valuator account on an automated, daily occurrence. This direct integration provides advisors with enhanced efficiency associated with their client‐centered workflows by: updating account balance and holdings at the end of each business day, scheduling automated investment reports delivered to each client, identifying clients and/or plans with underperforming investments and providing recommended investment replacements based on the client’s unique
Investment Performance Tolerance standards.

“In today’s increasingly competitive market place, we understand the importance placed on an advisor’s ability to deliver a highly customized client experience in the most cost‐effective manner possible,” said Kevin Miller, CEO, The E‐Valuator. "Delivering automated reports and analysis that are based on each Client’s performance demands thereby ‘making the complicated simple’ are the results of this partnership between The E‐Valuator and TD Ameritrade VEO delivers.”

Advisors attending the 2016 TD Ameritrade National LINC Conference in Orlando, FL February 3‐6 or the 2016 T3 Conference in Fort Lauderdale, FL February 10‐12 are invited to visit The E‐Valuator booth to learn more.

About The E‐Valuator
Based in Bloomington, Minnesota, The E‐Valuator is leading the way in providing advisors the first software to analyze and manage client assets based on their unique Investment Performance Tolerance standards. Used inside the offices of some of the most well‐known money managers to some of the highest recognized financial planning university programs, The E‐Valuator is the answer to prudent investment analysis.
 

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