TD Ameritrade says the integration will offer advisers flexibility, automated workflows and easier access to client data to help improve efficiency and client service. The company has been working on different integration opportunities for much of this year (see “TD Ameritrade Working Toward Better Integration”).
The Salesforce integration includes more than 50 automated workflows designed to streamline everyday tasks including new account opening, client onboarding and data management functions. The company says these standard workflows can be customized to accommodate a firm’s existing processes and future growth. Account and client data will flow between Veo and Salesforce, to help advisers save time and give them a comprehensive view of their client relationships. Advisers using the app can also leverage integrations with more than 20 third-party technology providers including financial planning, document management, and portfolio management systems.
“The new application runs in the cloud, so advisers can access their client data through the web anytime, anywhere and from any device,” said Zohar Swaine, managing director, strategy and product development, TD Ameritrade Institutional.
To learn more, advisers can contact TD Ameritrade Institutional at 1-800-934-6124 or email, firstname.lastname@example.org.