Advisers logging on to the Veo platform through smartphones can view account balances, transactions and client profile information.
TD Ameritrade has also enhanced its Veo Mobile app for the iPad to allow trading capabilities, consolidated and single client account views, and live streaming of CNBC.
“Advisers need to be able to stay connected while on the go,” said Jon Patullo, managing director of technology product management for TD Ameritrade Institutional. “Enhanced mobile features give advisers the ability to stay connected, be more efficient and respond quickly to the markets and clients’ needs regardless of where they are or what mobile device they’re using.”
The Veo mobile site lets advisers access real-time client account balances, transactions and client profile information, quotes, news and alerts on the road. Advisers are automatically redirected to the Veo mobile site from any smartphone Web browser.
Several features are planned in the next few months. Advisers can expect to be able place orders, submit cash management requests and account updates on the Veo mobile site. The Veo Mobile app can be downloaded for free from the Apple App Store.