Advisers that custody with TD Ameritrade Institutional will be able to access client account details such as balances, transactions and profile information, as well as real-time market data, news, and alerts. TD Ameritrade said it will eventually expand the app to include transactional functionality such as trading, account profile updates, and the ability to move money.
Veo Mobile is part of TD Ameritrade Institutional’s “future adviser workstation” plan–an open architecture technology platform that will allow advisers to work away from the office. Third-party technology providers will be able to exchange information with Veo Mobile, giving advisers the ability to access various applications, such as their existing customer relationship management, financial planning, and portfolio management systems. Veo’s open access capabilities will allow disparate systems to “talk” to each other or exchange information on multiple devices including the iPad, the company said.
“While Veo Mobile for iPad frees advisers from their desks and keeps them connected to critical information, the introduction of mobile technology is just part of the adviser office evolution,” said Jon Patullo, director, technology product management. “By allowing multiple adviser technology providers to integrate with Veo, we are making a customizable mobile workstation a reality for advisers.”
Advisers who custody assets with TD Ameritrade Institutional can download Veo Mobile for iPad free from the App Store or via iTunes at www.itunes.com/appstore.