Work Smarter with the Asset-Map + VeoOne® Integration
Asset-Map seamlessly integrates with VeoOne® to overlay portfolio and account insights across two vital pieces of an advisor's technology solution.
Features Overview
Key Insights
Visualize your client's Portfolio and Account performance, as well as their demographic information, directly on the Asset-Map. With the integration, you can click to launch TD Ameritrade Institutional VeoOne® and view the interested client.
Individual Accounts
View account performance associated with corresponding financial instruments found in the household's current portfolio within TD Ameritrade Institutional Veo®. Click to launch VeoOne® and view this individual account right from your Asset-Map.
Ease of Use
Quickly and Easily create new households or update an existing household with our synchronization tool. The Asset-Map and VeoOne® integration is as simple as clicking a button to import the relevant data.
More Information
This Integration Requires:
Resources:
