2014 TD Ameritrade Institutional Veo Open Access Tech Summit

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TD Ameritrade Institutional

Competitive collaboration

May 20, 2014 | Runtime: 4:11

The industry's top technologists gathered at the the 2014 TD Ameritrade Institutional Tech Summit to share ideas, collaborate and identify next steps for advancing ideas and innovation in the financial advice business.

Driving progress: TD Ameritrade’s tech roadmap

May 06, 2014 | Runtime: 4:49

Executives from TD Ameritrade Institutional highlight key initiatives on the its advisor technology “roadmap” for 2014 and beyond.

When innovators become integrators

May 06, 2014 | Runtime: 5:35

Integrating different technologies is one of the biggest challenges for advisers. But new developments and collaboration among tech leaders have helped the RIA industry move closer to creating a fully integrated solution that benefits advisers.

Dialing into 'The Dashboard'

May 06, 2014 | Runtime: 2:18

TD Ameritrade Institutional's ChrisValleley on the custodian's vision for its Veo dashboard initiative, which aims to integrate all the various technology an adviser uses and provide a single, consolidated client view for advisers.

A roadmap for adviser technology

May 06, 2014 | Runtime: 2:43

Tom Nally, president of TD Ameritrade Institutional, on how the custodian leverages technology –and engages the innovation of technology companies to make investment advisers more productive.

Advancing an industry

April 28, 2014 | Runtime: 2:00

TD Ameritrade Institutional's Jon Patullo on how the custodian enables innovation, efficiency and an improved client experience for investment advisers through several key technology initiatives.

Listening to partners; enabling efficiency

April 29, 2014 | Runtime: 1:21

How one of the industry's largest investment adviser custodians collaborates with leading technology companies to improve the systems RIAs use, so they can be more efficient, and solve key challenges such as householding.

 
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