A new iPad app from TD Ameritrade gives advisors access to critical market data and client account information while they are on the go.
Advisors who custody with TD Ameritrade Institutional can download the Veo Mobile App for free from the App Store or iTunes at www.itunes.com/appstore.
The app gives advisors access to account details including balances, transactions and client profile information. In addition, it provides real-time market data, news and alerts. It does not include trading functionality, but TD Ameritrade Institutional plans to add the ability to trade, move money and update client profiles in future releases.
"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. . "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."
Mobile technologies such as Veo Mobile for iPad fit with TD Ameritrade's vision of an open architecture technology platform that will allow advisors to work anytime, anywhere and with the technology providers they choose. Through this open architecture approach, third-party software providers will be able to access and exchange information with Veo, TD Ameritrade's portal for advisors. This means that information housed at TD Ameritrade will be accessible to applications advisors use, such as CRM, portfolio management and financial planning software. It also means that Veo will be able to exchange information with multiple devices, including the iPad. "By allowing multiple advisor technology providers to integrate with Veo, we are making a customizable mobile workstation a reality for advisors", said Patullo.
TD Ameritrade Institutional has plans to introduce Veo Mobile for additional devices such as smart phones, tablets and alternative operating systems. For further information, visit www.tdainstitutional.com/veomobile