TD Ameritrade Institutional’s Veo One Wins 2020 Wealth Management Industry Award for Custodian Technology

TD Ameritrade Institutional¹ is pleased to announce that Veo One, the next-generation advisor platform that consolidates an advisor’s technology tools into a unified, fully integrated experience, has received the 2020 Wealth Management Industry Award for technology from Wealth Management, an independent news organization covering the financial advice business.

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The award recognizes Veo One for outstanding achievement in technology among custodians with $25 billion or more in assets. Over the past year, TD Ameritrade has made significant enhancements to the platform, including faster overall performance and increased third-party technology integrations. Veo One also now offers new features and functionality, including an AI-powered Virtual Agent for anytime service support; screen-sharing capabilities for advisors, clients and TD Ameritrade associates; streamlined access to loans; benchmarking tools; on-demand education resources; and fully digital new-account opening.

“Just as investors rely on independent RIAs, advisors embrace technology to help them drive greater efficiencies, accelerate growth and deliver the best possible experience to clients,” said Jon Patullo, Managing Director, Technology Solutions, at TD Ameritrade Institutional, and Wealth Management’s 2019 Chief Technology Officer of the Year. “Working closely with technology providers and advisors every step of the way, we’ve created a game-changing platform that offers access to an expanding menu of innovative technology tools and brings them together in one seamless, fully-integrated ecosystem.”

Veo One, built on state-of-the-art technology, offers advisors a significant upgrade to the legacy Veo platform and takes open-access to the next level. Veo One is the culmination of years of close collaboration with advisors and industry-leading developers. With one sign-on, advisors can access dozens of third-party solutions seamlessly. Veo One is now accessible to all RIAs that custody with TD Ameritrade, which includes more than 46,000 users at over 7,000 advisory firms.

Model Market Center Wins Again

TD Ameritrade Institutional also received a Wealth Management Industry Award for Model Market Center in recognition of the program’s expansion and enhancements introduced in the past year.

Model Market Center, introduced in 2017, gives advisors access to no-fee ETF and mutual fund models, as well as strategist-fee equity investment models³, all built by third-party money managers. The platform received a Wealth Management Industry Award in 2018.²