Advisors Utilizing Tamarac's RIA platform Advisor® Xi can Access Real-Time Data , Alerts and Custodial Documents for Client Accounts Custodied at TD Ameritrade Institutional
Envestnet | Tamarac has implemented the first phase of integration between its web-based Advisor® Xi suite for independent RIAs and the Veo® custodial platform from TD Ameritrade Institutional. Advisors using Advisor Xi now have instant access to real-time account details, alerts, balances, and realized gains/losses for client accounts custodied at TD Ameritrade Institutional.
