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TD Ameritrade Institutional Earns Top Marks for Advisor Satisfaction in Financial Planning Magazine's 2012 Tech Survey

TD Ameritrade Institutional’s1 Veo® open access initiative, an industry wide-effort to deliver quality technology integrations to advisors, has helped the custodian secure top scores for advisor satisfaction in this year’s Financial Planning Tech Survey. The annual report, released this month, provides insights into advisors' changing relationship with the technology they use each day.

The survey queried thousands of Financial Planning magazine readers, gauging their attitudes and technology preferences in areas including mobile devices, customer relationship management (CRM), portfolio management and document management technology, financial planning software and social media. Survey participants were also asked to rate their satisfaction with the technology provided by their custodian.

“When it comes to custodial technology, it came as no surprise that TD Ameritrade had the most 'very satisfied' advisors this year. TD Ameritrade's success with VEO Open Access, the program that integrates the TD A[meritrade] platform with many leading third-party software providers, has been a huge success,” writes Joel Bruckenstein, technology columnist and editor-at-large, Financial Planning Magazine.

“We are thrilled advisors are experiencing the benefits of improved technology integration as a result of the Veo open access initiative,” said Tom Nally, president, TD Ameritrade Institutional. “Financial Planning magazine’s Tech Survey results and satisfaction scores reaffirm we have the right technology strategy. The open approach allows for a consistent, quality integration with a vendor the advisor chooses, while preserving the ability to customize the technology in a way that is suitable for their business.”

Advisory firms looking to maximize their technology and streamline day-to-day operations in their back offices are realizing the benefits of the Veo open access initiative. Through TD Ameritrade Institutional’s open application programming interface (“API”), more than 60 third-party technology providers are working to integrate common applications advisors use in their back offices such as customer relationship management (“CRM”), financial planning and portfolio management software with Veo, TD Ameritrade Institutional’s comprehensive technology platform for advisors.

Since launching the Veo open access initiative just 24 months ago, TD Ameritrade Institutional has built four foundational integrations which now serve as a roadmap for future integrations. These key integrations help simplify and streamline everyday tasks including account opening, managing customer data, trading and accessing important client information on mobile devices. By reaching these milestones, TD Ameritrade Institutional helps speed the rate that technology vendors can build quality integrations with the API.

Advisors interested in learning more about the latest technology advancements can contact TD Ameritrade Institutional at (800) 934-6124 or email [email protected].


About TD Ameritrade Institutional
TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA ( /SIPC ( /NFA (

1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

Access to the Veo platform’s open access capabilities is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for information, opinions or services provided by a third party. In no instance should the listing of a third party be construed as a recommendation or endorsement by TD Ameritrade. Since we must ensure that all vendors meet our stringent security requirements, integration with new vendors is not immediate and cannot be guaranteed.

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