Advyzon, an all-in-one, cloud-based financial advisor technology platform announced it will expand its integration with TD Ameritrade Institutional’s next-generation advisor platform, Veo One. Advyzon will provide advisors who custody assets with TD Ameritrade with streamlined onboarding capabilities through the Veo One New Account Opening Wizard.
Through the Veo One Wizard’s fully digitized API for CRM and portfolio management systems, advisors can push Advyzon CRM data to auto-populate account opening forms without the need for third-party document management and e-signature applications.
“One of the biggest pain points advisors encounter is the time spent on account opening,” said Advyzon CEO Hailin Li. “At Advyzon, we see account opening as the next frontier in custodial integrations – it aligns with our goal to create a simplified and streamlined experience for advisors.”
“We, in ongoing collaboration with industry innovators, offer independent RIAs advanced technology solutions that can help them meet their ever-evolving needs,” said Bob Mahoney, Director, Technology Solutions, TD Ameritrade Institutional. “These new connections to our account opening wizard let us offer a more elegant, automated solution to an important but time-consuming process for advisors.”
Over the past four years, Advyzon has steadily rolled out integrations with all of the Veo One platform’s available features. In 2015, the firm was named TD Ameritrade Institutional’s 2015 Veo Integrated Newcomer of the Year award for its integration efforts.
Advyzon’s end-to-end platform offers advisors CRM, client reporting, billing, document management, a client portal and more. The integration will be available to all Advyzon clients and RIAs who custody with TD Ameritrade Institutional.
Advyzon is a Chicago-based advisor technology platform founded in 2012. Led by a dedicated and committed team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors, Advyzon is 100% cloud-based and includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all the key capabilities a firm needs to grow their business profitably, Advyzon helps advisors streamline their operations so they can focus on growing their practice. Please visit www.advyzon.com to learn more.
ABOUT TD AMERITRADE INSTITUTIONAL
TD Ameritrade Institutional empowers more than 6,000 independent registered investment advisors (RIAs) to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do more of what matters most — spend time serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, we support 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 Corporation. To learn more about the TD Ameritrade Institutional Veo One platform, visit: www.tdainstitutional.com/offerings/technology-platforms/veo-one.html.