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TD Ameritrade Institutional Integrates Popular Advisor CRM Technologies With Veo® Platform

Integrations built with seven industry-leading customer relationship management (CRM) systems providers are now available to advisors through TD Ameritrade Institutional’s1 Veo® open access initiative, an industry wide-effort to deliver quality technology integrations. The Pareto Platform based on Microsoft Dynamics® CRM software, Tamarac’s Advisor CRM®, Junxure CRM and Advisors Assistant® technology platforms join the list of CRM providers currently integrated with Veo including Salesforce, Ebix and Redtail.

“Technology that helps an advisor manage a better client experience is becoming increasingly important,” said Jon Patullo, managing director of technology product management, TD Ameritrade Institutional. “By integrating data between Veo and CRM systems, advisors are now armed with a more robust CRM system that can help boost productivity, improve client service, and streamline numerous tasks so advisors can spend their time on what matters most – their clients.”

These leading CRM firms join the Veo open access network of more than 60 third-party technology providers working to improve integration of the applications advisors use in their back offices. Real-time account and client data flows seamlessly between Veo and select CRM systems, saving advisors time and providing a comprehensive view of their client relationships.

“By integrating an advisor’s CRM system through TD Ameritrade Institutional’s Veo open access effort, client data flows seamlessly between the custodian and our CRM application. Before, advisors were forced to toggle between applications and deal with inefficient workflows,” said Greg Friedman, president, Junxure. “Now, advisors have access to a tremendous amount of incorporated client data, which can save them time and improve the quality of their client service and response.”

In addition to easier access to client data, these latest CRM integrations also give advisors access to workflows designed to streamline everyday tasks including new account opening, client onboarding and data management functions. TD Ameritrade Institutional’s library of more than 40 workflows helps advisors create and implement repeatable customer service and business processes designed to save time and improve the client experience. These workflows can be customized to automate a firm’s day-to-day tasks and enable an advisor to proactively address opportunities and possible gaps in client service.

JNBA Financial Advisors based in Minneapolis, Minn., recently deployed Junxure CRM technology to replace their existing CRM product, which was not customized to the advisor industry. The firm was looking for a CRM solution to help validate that the quality of the back office software matched the level of client service being delivered. “We place a lot of emphasis on providing a consistent client experience and our technology plays a key role in making that best practice a reality,” said Larry Becker, director of operations, JNBA Financial Advisors. “Successfully integrating workflows into our CRM have helped us onboard new associates that are able to understand our processes succinctly and validate that all clients are receiving a consistent experience.”

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

Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).

About TD Ameritrade Institutional
TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to over 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 www.amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)

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

Microsoft Dynamics, Pareto Platform, Tamarac, Junxure, Salesforce, Ebix, Advisor Assistant, and Redtail are separate from and not affiliated with TD Ameritrade, which is not responsible for their services, policies, or content.

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.

AMTD-G

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