Veo One® – Paving the way for the future of Advisor tech

Veo One brings your existing Veo Integrated third-party technology applications onto one platform to offer a complete view of your clients and your business. The revolutionary platform provides a clean and simple unified experience that is designed to be extremely usable and highly efficient.

With Veo One, you can login once to access all of your integrated applications. You can manage your day from one platform with information from different Veo integrated applications together in one view.

The platform is accessible anytime, anywhere and is created with a responsive design, providing various configurations based on the tasks you most frequently perform and the device you prefer to use—making it uniquely user-based.

Innovative features include:

  • Customizable views
  • One click access to alerts, tasks and calendars
  • Client Center providing account and customer level views of all of your relationships
  • Summary page with access to CRM, financial planning, and portfolio management data
  • Drag and drop functionality among integrated applications
  • User-based configurations to increase efficiency throughout your entire firm
  • Multi-custodial data views from third-party applications
  • Core Veo® Trading functionality for equities, options and mutual funds, including Block Trading capabilities
  • Convenient market research center

Veo One Integrated Apps

  • Black Diamond
  • DocuSign
  • eMoney
  • Envestnet - Finance Logix
  • iRebal®
  • Junxure
  • Laser App Anywhere
  • Laserfiche
  • MoneyGuidePro
  • Morningstar
  • Orion Advisor Services
  • Redtail Technologies
  • thinkpipes®

With many more in progress...

If you use any of the integrated applications listed above and would like to begin using Veo One, contact TD Ameritrade Institutional Technology Services at 800-400-6288, option 3, then option 5 for Veo One support to get set up. If you are not using these vendor applications, we will keep you informed of our progress with new integrated vendors so that you'll know when Veo One will be ready for you.

iRebal offers a flexible tax harvesting feature that allows you to set various loss thresholds for taxable accounts, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in taxable accounts, and shows you the securities that fit the criteria that you have defined.