Advisors that custody with TD Ameritrade Institutional can now access critical market and client account information on the go with the new Veo Mobile App for iPad. TD Ameritrade Institutional, a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD) has combined the power of its trading and account management platform, Veo, with the freedom of mobile.
With Veo Mobile for iPad, advisors can access client account details including balances, transactions and client profile information as well as real time market data, news and alerts. Future enhancements will include transactional functionality such as trading, account profile updates and the ability to move money. Advisors who custody assets with TD Ameritrade Institutional can download Veo Mobile for iPad free from the App Store or via iTunesTM at www.itunes.com/appstore.
"Veo Mobile for iPad is specifically designed to take advantage of the iPad's sleek design, touch screen display and intuitive interface, delivering a high-performance user-friendly experience advisors have come to expect from TD Ameritrade Institutional," said Jon Patullo, director, technology product management, TD Ameritrade Institutional. "Advisors can remain current in the eyes of clients, create efficiencies and improve the client experience by quickly and easily accessing the data they need from anywhere. Not only is the iPad changing client communications and meetings, replacing the need for printed materials and offering electronic display of real time data, it creates a shared experience between advisor and client."
The launch of mobile technology is key to achieving TD Ameritrade Institutional's vision for the future advisor workstation-an open architecture technology platform that will allow advisors to work anytime, anywhere and with the technology providers they choose. Through TD Ameritrade Institutional's open architecture approach, third-party technology providers will be able to exchange information with Veo, giving advisors the ability to access critical information from 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.
"While Veo Mobile for iPad frees advisors from their desks and keeps them connected to critical information, the introduction of mobile technology is just part of the advisor office evolution," said Patullo. "By allowing multiple advisor technology providers to integrate with Veo, we are making a customizable mobile workstation a reality for advisors."
TD Ameritrade Institutional has plans to introduce Veo Mobile for additional devices such as smart phones (including the iPhone), tablets and alternative operating systems.