Jon Patullo

TD Ameritrade Institutional Names Advyzon, Jemstep and MoneyGuidePro as Winners of the 2015 Veo® Integrated Awards

To help independent registered investment advisors (“RIAs”) keep pace in an era of accelerating technology change, TD Ameritrade Institutional¹ has pursued a unique strategy of collaboration, harnessing the innovative and cutting-edge work of an entire community of technology leaders through its Veo Open Access vendor network.

Advent’s portfolio management & reporting solutions will expand existing integration with Veo® for greater operational efficiency

TD Ameritrade Institutional Announces Integration of Laser App^® Anywhere: a New Cloud-Based Tool to Help Advisors Complete Forms Faster and on Mobile Devices