Model Market Center® secures its second Wealth
Management Industry Award for outstanding achievement among
investment-model marketplaces
TD Ameritrade Institutional1 is pleased to announce that Veo
One®, the next-generation advisor platform that consolidates an
advisor’s technology tools into a unified, fully integrated
experience, has received the 2020 Wealth Management Industry Award
for technology from Wealth Management, an independent news
organization covering the financial advice business.
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the full release here:
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The award recognizes Veo One for outstanding achievement in
technology among custodians with $25 billion or more in assets.
Over the past year, TD Ameritrade has made significant enhancements
to the platform, including faster overall performance and increased
third-party technology integrations. Veo One also now offers new
features and functionality, including an AI-powered Virtual Agent
for anytime service support; screen-sharing capabilities for
advisors, clients and TD Ameritrade associates; streamlined access
to loans; benchmarking tools; on-demand education resources; and
fully digital new-account opening.
“Just as investors rely on independent RIAs, advisors embrace
technology to help them drive greater efficiencies, accelerate
growth and deliver the best possible experience to clients,” said
Jon Patullo, Managing Director, Technology Solutions, at TD
Ameritrade Institutional, and Wealth Management’s 2019 Chief
Technology Officer of the Year. “Working closely with technology
providers and advisors every step of the way, we’ve created a
game-changing platform that offers access to an expanding menu of
innovative technology tools and brings them together in one
seamless, fully-integrated ecosystem.”
Veo One, built on state-of-the-art technology, offers advisors a
significant upgrade to the legacy Veo platform and takes
open-access to the next level. Veo One is the culmination of years
of close collaboration with advisors and industry-leading
developers. With one sign-on, advisors can access dozens of
third-party solutions seamlessly. Veo One is now accessible to all
RIAs that custody with TD Ameritrade, which includes more than
46,000 users at over 7,000 advisory firms.
Model Market Center Wins Again
TD Ameritrade Institutional also received a Wealth Management
Industry Award for Model Market Center® in recognition of
the program’s expansion and enhancements introduced in the past
year.
Model Market Center, introduced in 2017, gives advisors access
to no-fee ETF and mutual fund models, as well as strategist-fee
equity investment models3, all built by third-party money managers.
The platform received a Wealth Management Industry Award in
2018.2
Through a seamless integration with iRebal®, TD
Ameritrade Institutional’s award-winning4,5 investment management
platform, advisors can select, blend and customize models from the
Model Market Center menu to put these strategies to work on client
portfolios. Advisors now can also leverage the FinMason Model
Impact Tool, a third-party application to help advisors analyze the
potential impact of strategies on client portfolios.
Since its launch in 2017, TD Ameritrade Institutional more than
doubled the scope of Model Market Center by introducing dozens of
models from investment strategists as well as onboarding additional
strategies and fund managers. Model Market Center now offers more
than 500 models from 60 model managers, whose strategies and
allocations have been put to work in client portfolios totaling $5
billion in assets.
“We believe technology can streamline tasks and help advisors
better manage their day, so they can focus on higher value work,
such as spending more time with clients and building new
relationships,” said Joe Barone, Director, Managed Account
Solutions, TD Ameritrade Institutional. “With Model Market Center,
advisors can offer clients access to a growing menu of portfolio
strategies from money managers, while they maintain responsibility
and control over client accounts.”
Technology Leadership
TD Ameritrade Institutional has long played a leadership role in
technology, collaborating closely with advisors and with the “Veo
Village” community of technology innovators. It was the first
advisor custodian to embrace open-architecture technology with the
launch of Veo Open Access in 2010, a platform that today offers
advisors the flexibility of 180 third-party integrations with
legacy Veo.
There’s also iRebal on Veo, the powerful portfolio re-balancing
and management software offered at no charge to advisors who
custody with TD Ameritrade, as well as thinkpipes, the
professional-grade investment management platform, and
AdvisorClient.com, a next-generation client portal for
investors working with RIAs.
“For more than 25 years, we’ve been committed to developing and
delivering the technology independent RIAs need to run better
businesses,” said Jim Dario, Managing Director, Product Management,
TD Ameritrade Institutional. “We deliver meaningful innovation
designed to help firms deliver a better overall experience, fuel
growth and compete in a marketplace that expects all the
convenience and capabilities made possible by advanced
technology.”
Now in its sixth year, the Wealth Management Industry Awards
honor outstanding achievement by companies, organizations and
individuals that support the pursuit of success by financial
advisors.
To Learn More
For more information about Veo One, Model Market Center and
other innovative TD Ameritrade Institutional technology, visit
https://www.tdainstitutional.com/offerings/technology-platforms.html
or call 800-934-6124.
1 TD Ameritrade Institutional is a division of TD Ameritrade,
Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
2
https://www.amtd.com/news-and-stories/press-releases/press-release-details/2018/TD-Ameritrade-Institutional-Model-Market-Center-Receives-a-Wealth-Management-Industry-Award-for-Model-Marketplaces/default.aspx
3 Standard TD Ameritrade Institutional custody fees and fund
management fees apply. For models that charge a Strategist Fee: The
Strategist Fee, in basis points, is set by the Model Manager and
can be seen directly on the model page in the Model Market Center.
4
https://events.wealthmanagement.com/previous-events/industry-awards/2015-winners/
5 https://events.wealthmanagement.com/2019-winners/
Material made available through the Model Market Center is
provided by third-party Model Managers and information providers
who are separate from and unaffiliated with TD Ameritrade. TD
Ameritrade has not paid for or been involved in the preparation of
the content, and has not verified, endorsed or approved the
content. TD Ameritrade assumes no responsibility for any fact,
recommendation, opinion or advice contained in any such model
portfolio or materials and expressly disclaims any responsibility
for any investment decisions or for the suitability of any security
or transaction based on it. Any mention of specific managers and/or
models should not be considered an endorsement or recommendation by
TD Ameritrade. Users of Model Market Center are responsible for all
upfront and ongoing manager and model due diligence.
TD Ameritrade receives remuneration from ETFs and mutual funds
and/or their managers that participate in the MMC for
administrative and/or other services.
Model Market Center is an offering of TD Ameritrade, Inc.
Registered Investment Advisor (RIA) that leverages iRebal® on Veo®
technology to provide independent RIAs access to model portfolios
provided by third-party asset managers. iRebal products and
services are property of ThinkTech, Inc., an affiliate of TD
Ameritrade, Inc. Brokerage services provided by TD Ameritrade
Institutional, Division of TD Ameritrade, Inc. member FINRA / SIPC.
TD Ameritrade is a trademark jointly owned by TD Ameritrade IP
Company, Inc. and The Toronto-Dominion Bank. ©2020 TD
Ameritrade.
TD Ameritrade, Wealth Management, and FinMason are separate,
unaffiliated companies and are not responsible for each other’s
opinions, policies and services.
About TD Ameritrade Institutional
TD Ameritrade Institutional empowers more than 7,000 independent
registered investment advisors to transform the lives of their
clients. It provides powerful technology and resources that help
simplify running a business and let advisors spend more time doing
what matters most — serving their clients. Through meaningful
innovation, steadfast advocacy and unwavering service, TD
Ameritrade Institutional supports RIAs as they build businesses
that positively impact their clients and communities. TD Ameritrade
Institutional is a division of TD Ameritrade, Inc., member
FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding
Corp.
About TD Ameritrade Holding Corporation
TD Ameritrade provides investing services and education to
approximately 13 million client accounts totaling approximately
$1.5 trillion in assets, and custodial services to more than 7,000
registered investment advisors. We are a leader in U.S. retail
trading, executing more than 3.5 million daily average revenue
trades per day for our clients, one-third of which come from mobile
devices. We have a proud history of innovation, dating back to our
start in 1975, and today our team of nearly 10,000-strong is
committed to carrying it forward. Together, we are leveraging the
latest in cutting edge technologies and one-on-one client care to
transform lives, and investing, for the better. Learn more by
visiting TD Ameritrade’s newsroom at www.amtd.com and read our
stories at Fresh Accounts.
Source: TD Ameritrade Holding Corporation
BI: 85791
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version on businesswire.com: https://www.businesswire.com/news/home/20200916005071/en/
Joseph A. Giannone Communications + Public Affairs W:
201-369-8705 joseph.giannone@tdameritrade.com
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