Ranking the industry's top tech vendors

TDAI has named the the six top tech picks for its Veo platform

Apr 30, 2014 @ 1:24 pm

By Joyce Hanson

Adviser custodian TD Ameritrade Institutional announced its first-ever technology award winners this week, naming six innovative tech companies that excel in maximizing the capabilities of TDAI's Veo open access platform.

Three award categories were specified: adviser satisfaction, innovation and newcomer of the year.

The adviser satisfaction award, based on a survey of about 500 registered investment advisers, went to customer relationship management system Junxure and financial planning firm MoneyGuidePro, which is made by PIEtech Inc.

Don't Miss: The InvestmentNews Adviser Technology Study

The innovation award, chosen by the TDAI information technology team, went to portfolio management firm Orion Advisor Services and customer relationship management vendor Redtail Technology Inc.

The newcomer of the year award, also chosen by TDAI's IT team, went to portfolio analysis software firm AdvisoryWorld and Morningstar Office adviser practice management software.

“It was a very tight race; we didn't anticipate that the scores would be so close,” said Jon Patullo, managing director of technology solutions at TD Ameritrade Institutional. “We recognized folks for innovations that go above and beyond creating additional efficiencies for advisers.”

TDAI integrates with 66 vendors on Veo, and another 20 firms are currently working on integrating their technology into the platform.

“We're running out of firms. We have almost everybody now,” Mr. Patullo said.

The award committee's methodology was reviewed and validated by Joel Bruckenstein, publisher of Technology Tools for Today and sponsor of the T3 technology conferences.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

Where in the U.S. are RIAs growing the fastest?

InvestmentNews' deputy editor Robert Hordt talks to senior columnist Jeff Benjamin about his report on how registered investment advisers are faring in different regions of the country.

Latest news & opinion

Midwestern magic? RIA assets soared nearly 30% there last year

Theories for what's driving the growth spurt abound, but it surpassed all other regions of the country.

8 apps advisers love for getting stuff done

We reached out to advisers to find out which apps they are using to run their business more efficiently.

10 tax moves to squeeze in before the year ends

Here are some tax moves clients can still make before year-end.

Richard Neal: the new face driving retirement policy in Washington

As he becomes head of the House Ways and Means Committee, Rep. Richard Neal (D-Mass.) is poised to make some big changes.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print