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Salentica® Announces Integration to TD Ameritrade Institutional Veo®

Submitted by Technology Tools for Today on January 6th, 2014

TD Ameritrade Institutional Veo® Integration now available with Salentica CRM

Salentica is pleased to announce our latest integration with TD Ameritrade Institutional Veo®. This first release will provide easy access to Veo® platform from Salentica CRM to view real time client account data. Advisors can now easily access their client account Balances, Transactions, Alerts and Positions data along with a Dashboard to view Firm Alerts and Announcements using a single sign-on in Salentica CRM – all in real time.

Salentica’s TD Veo integration was built using Salentica’s Data Broker platform and is powered by Microsoft Windows Azure, a secure cloud-based authentication broker and integration solution that supports integrations to leading back office and custodian data sources.

“We are committed to providing an integrated CRM that advisors need to build their business and service their clients. An integration with a leading custodian like TD Ameritrade Institutional provides advisors real time access to account information inside Salentica CRM which is a continuing part of our integration strategy” says Bill Rourke, President of Salentica.

Salentica is an exhibiting sponsor at the TD Ameritrade National Conference 2014, which will take place at Hyatt Regency in Orlando, FL on January 29 - February 1, 2014. The Salentica CRM with Veo integration will be available for demonstration and viewing in the Veo Village Technology area during the exhibition. Find out more about Salentica and to schedule a demo now please email us or visit us at http://www.salentica.com/2865-2/

About Salentica CRM

Salentica is the leading provider of wealth management solutions on the Microsoft Dynamics CRM platform, serving the needs of private wealth managers, RIA’s and Family Offices for over 16 years. Salentica is the first and only MS Dynamics CRM vendor to have built real-time integrations to both the Schwab OpenView Gateway™ and TD Ameritrade Institutional Veo®. Salentica CRM is offered as both an On Premise and Cloud based solution, is built on the Microsoft Dynamics CRM framework and is Certified for Microsoft Dynamics. Our solution provides advisors with a complete view of the client through our pre-built integration solutions to industry leading providers including TD Ameritrade Institutional Veo®, Schwab OpenView Gateway, Envestnet|Tamarac Advisor Rebalancing, Laser App®, Advent Axys®, APX®, Black Diamond and more. Salentica is also a Gold Certified Microsoft Dynamics CRM partner.

About Salentica Data Broker

Salentica’s Data Broker integration platform provides real-time data responses to Salentica solutions built on Microsoft Dynamics CRM. Traffic between the CRM and the Data Broker are secured via a mutually authenticated SSL connection.

Data requests initiated by the user are sent to the Data Broker, from there the Data Broker fulfills the request by retrieving data from a partner or supplying an identity assertion so a CRM user can be logged into the partner site. The CRM solution can be deployed in the Cloud or On Premise without the need to create an internet facing deployment.

About TD Ameritrade Institutional

TD Ameritrade, Inc. and Salentica are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Salentica’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Salentica. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Salentica CRM, is the property of Salentica Inc.

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