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Updated Integration with TD Ameritrade Institutional’s Veo One!

Category: Integrations
integration updates

With Veo One, you can conduct business with flexibility and ease. Research market trends and place trades. View and update client account information in one convenient place.

Veo One logo

ABOUT TD Ameritrade Institutional’s Veo One®
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. For more information, visit the Veo One website here.

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN VEO ONE AND REDTAIL CRM?

You can now access Veo One’s New Account Wizard quickly and easily from within Redtail, eliminating redundant data entry and making the account opening process quicker and smoother, as client data from Redtail pre-populates those account forms initiated from Redtail. You can also now access TDA Announcements from the same TDA Integrations screen within Redtail:

TDA new account wizard and announcements

Clicking “Announcements” here will allow you to access TDA’s Education and Training, Latest Announcements, and Spotlight, all from within Redtail CRM.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.