|By Business Wire||
|January 30, 2014 08:47 AM EST||
Artificial intelligence was once considered science fiction, but today’s technology can learn and adapt to our behaviors, whether it’s suggesting movies, advertisements or even friends. TD Ameritrade Institutional1 sets a vision for making advisor technology smarter and more efficient by launching an initiative to create an intelligent technology platform for advisors.
Building on the success of its Veo® open access effort, TD Ameritrade Institutional will give advisors the ability to harness the collective power of more than 60 leading advisor technology providers integrated with its Veo trading platform. Designed to help advisors save time, improve client service and power future growth, the newly conceived Veo dashboard will serve as “Mission Control”, allowing advisors to access multiple technology applications in one place. Along with addressing common inefficiencies associated with managing fragmented technology systems, in future enhancements the dashboard will have the ability to adapt and learn the user’s preferences and habits.
“Advisors have told us they want a unified technology experience that maximizes their existing technology and allows them to spend more time serving their clients,” said Tom Nally, president, TD Ameritrade Institutional. “We’re answering by building an adaptable technology platform that can serve as a foundation to integrate today’s advisor applications and position advisors to take advantage of tomorrow’s technology innovations and trends.”
Advisors will have the ability to login and launch Veo integrated applications from one screen including customer relationship management (CRM), document management, financial planning, portfolio management, trading and rebalancing. Multiple data streams will flow through the dashboard making it possible to navigate seamlessly among all applications with client information in context. Updates to information in one application can automatically be applied to other integrated systems. Advisors will see clients’ full financial picture on one screen, a consolidated view, including financial plans, performance reports, real-time account information, CRM tasks and administrative activities.
Even more powerful, the technology will be designed to adapt and learn how an advisor works. The uniquely user-based platform will analyze activity patterns and present relevant information to help advisors and staff work smarter. For example, when opening a new client account, the platform will offer next steps to minimize the number of clicks necessary to complete a task. Advisors will be able to customize various configurations based on the type of work the user most frequently performs and their preferred device.
“Whether it’s the principal, trader or admin staff, the dashboard will understand the user’s activities in the firm and adapt, rather than the user having to adapt to the technology. The dashboard will keep track of workflows spanning multiple applications, creating efficiencies that simply don’t exist today,” added Chris Valleley, director of technology solutions, TD Ameritrade Institutional. “We are encouraged by advisor response to our Veo open access effort and look forward to delivering the next evolution of our long-term technology vision.”
Orion Advisor Services, LLC is part of the Veo open access network and was one of the first advisor technology providers to integrate with Veo. "The unified platform is designed to be a socket, giving advisors the flexibility to choose which Veo-integrated technologies they want to plug in. It's a truly elegant solution to a complex problem and long held advisor aggravation," said Eric Clarke, president, Orion Advisor Services, LLC. "Once again, TD Ameritrade Institutional has set the pace for technology innovation."
The new Veo dashboard, which is scheduled for initial launch this summer, will be showcased at TD Ameritrade Institutional’s 2014 National Conference, Jan. 30-Feb. 1. Advisors will also have the opportunity to learn more about the latest advisor technology integrations. Sessions will cover technology trends and explore such new capabilities as electronic account opening, advanced trading, automated rebalancing and cloud technology as well as best practices for implementing technology.
Advisors can also explore the benefits of integration in TD Ameritrade Institutional’s recently published whitepaper, The Integration Challenge: Harness Your Technology to Drive Productivity and Efficiency.
TD Ameritrade and Orion Advisor Services, LLC are separate and unaffiliated companies, and are not responsible for each other’s policies or services.
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 advisors to run their practices more efficiently and optimize time with clients.
About TD Ameritrade Holding Corporation
Millions of investors and independent investment advisors have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier. Our clients want to take control and we help them decide how, whether online, over the phone, in a branch or with an independent investment advisor. We’ve been bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2014 U.S. Olympic Team, 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.
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 independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo open access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed.
Discussions about cloud computing are evolving into discussions about enterprise IT in general. As enterprises increasingly migrate toward their own unique clouds, new issues such as the use of containers and microservices emerge to keep things interesting. In this Power Panel at 16th Cloud Expo, moderated by Conference Chair Roger Strukhoff, panelists will address the state of cloud computing today, and what enterprise IT professionals need to know about how the latest topics and trends affec...
May. 25, 2015 11:00 AM EDT Reads: 1,241
SYS-CON Events announced today that EnterpriseDB (EDB), the leading worldwide provider of enterprise-class Postgres products and database compatibility solutions, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. EDB is the largest provider of Postgres software and services that provides enterprise-class performance and scalability and the open source freedom to divert budget from more costly traditiona...
May. 25, 2015 11:00 AM EDT Reads: 1,443
Fundamentally, SDN is still mostly about network plumbing. While plumbing may be useful to tinker with, what you can do with your plumbing is far more intriguing. A rigid interpretation of SDN confines it to Layers 2 and 3, and that's reasonable. But SDN opens opportunities for novel constructions in Layers 4 to 7 that solve real operational problems in data centers. "Data center," in fact, might become anachronistic - data is everywhere, constantly on the move, seemingly always overflowing. Net...
May. 25, 2015 11:00 AM EDT Reads: 4,713
Gartner predicts that the bulk of new IT spending by 2016 will be for cloud platforms and applications and that nearly half of large enterprises will have cloud deployments by the end of 2017. The benefits of the cloud may be clear for applications that can tolerate brief periods of downtime, but for critical applications like SQL Server, Oracle and SAP, companies need a strategy for HA and DR protection. While traditional SAN-based clusters are not possible in these environments, SANless cluste...
May. 25, 2015 11:00 AM EDT Reads: 1,409
Software Defined Storage provides many benefits for customers including agility, flexibility, faster adoption of new technology and cost effectiveness. However, for IT organizations it can be challenging and complex to build your Enterprise Grade Storage from software. In his session at Cloud Expo, Paul Turner, CMO at Cloudian, looked at the new Original Design Manufacturer (ODM) market and how it is changing the storage world. Now Software Defined Storage companies can build Enterprise grade ...
May. 25, 2015 11:00 AM EDT Reads: 4,431
To manage complex web services with lots of calls to the cloud, many businesses have invested in Application Performance Management (APM) and Network Performance Management (NPM) tools. Together APM and NPM tools are essential aids in improving a business's infrastructure required to support an effective web experience... but they are missing a critical component - Internet visibility. Internet connectivity has always played a role in customer access to web presence, but in the past few years u...
May. 25, 2015 10:00 AM EDT Reads: 5,497
There's Big Data, then there's really Big Data from the Internet of Things. IoT is evolving to include many data possibilities like new types of event, log and network data. The volumes are enormous, generating tens of billions of logs per day, which raise data challenges. Early IoT deployments are relying heavily on both the cloud and managed service providers to navigate these challenges. In her session at Big Data Expo®, Hannah Smalltree, Director at Treasure Data, discussed how IoT, Big D...
May. 25, 2015 10:00 AM EDT Reads: 3,960
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? In this Power Panel at DevOps Summit, moderated by Jason Bloomberg, the leading expert on architecting agility for the enterprise and president of Intellyx, panelists will peel away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud en...
May. 25, 2015 10:00 AM EDT Reads: 1,711
SYS-CON Events announced today that MetraTech, now part of Ericsson, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Ericsson is the driving force behind the Networked Society- a world leader in communications infrastructure, software and services. Some 40% of the world’s mobile traffic runs through networks Ericsson has supplied, serving more than 2.5 billion subscribers.
May. 25, 2015 09:45 AM EDT Reads: 1,048
In their general session at 16th Cloud Expo, Michael Piccininni, Global Account Manager – Cloud SP at EMC Corporation, and Mike Dietze, Regional Director at Windstream Hosted Solutions, will review next generation cloud services, including the Windstream-EMC Tier Storage solutions, and discuss how to increase efficiencies, improve service delivery and enhance corporate cloud solution development. Speaker Bios Michael Piccininni is Global Account Manager – Cloud SP at EMC Corporation. He has b...
May. 25, 2015 09:30 AM EDT Reads: 962
The 4th International Internet of @ThingsExpo, co-located with the 17th International Cloud Expo - to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA - announces that its Call for Papers is open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
May. 25, 2015 09:00 AM EDT Reads: 1,452
SYS-CON Media named Andi Mann editor of DevOps Journal. DevOps Journal is focused on this critical enterprise IT topic in the world of cloud computing. DevOps Journal brings valuable information to DevOps professionals who are transforming the way enterprise IT is done. Andi Mann, Vice President, Strategic Solutions, at CA Technologies, is an accomplished digital business executive with extensive global expertise as a strategist, technologist, innovator, marketer, communicator, and thought lea...
May. 25, 2015 09:00 AM EDT Reads: 1,191
Announced separately, New Relic is joining the Cloud Foundry Foundation to continue the support of customers and partners investing in this leading PaaS. As a member, New Relic is contributing the New Relic tile, service broker and build pack with the goal of easing the development of applications on Cloud Foundry and enabling the success of these applications without dedicated monitoring infrastructure. Supporting Quotes "The proliferation of microservices and new technologies like Docker ha...
May. 25, 2015 09:00 AM EDT Reads: 1,651
Even though it’s now Microservices Journal, long-time fans of SOA World Magazine can take comfort in the fact that the URL – soa.sys-con.com – remains unchanged. And that’s no mistake, as microservices are really nothing more than a new and improved take on the Service-Oriented Architecture (SOA) best practices we struggled to hammer out over the last decade. Skeptics, however, might say that this change is nothing more than an exercise in buzzword-hopping. SOA is passé, and now that people are ...
May. 25, 2015 09:00 AM EDT Reads: 3,374
Information Technology (IT) service providers have historically struggled between the huge capital expenditure and long development cycles of building their own cloud versus the thin margins and limited flexibility of using public retailers such as Amazon Web Services (AWS). The emergence of wholesale cloud, and the technologies that make it possible, is revolutionizing how and by whom enterprise IT is delivered. Wholesale cloud is the game-changing third option between building your own (BYO) c...
May. 25, 2015 09:00 AM EDT Reads: 2,874