by Carolyn Rothwell on February 25, 2014

TOTAL Online is Integrated with the Veo® Platform from TD Ameritrade Institutional


Money Tree Software’s TOTAL Online is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform.  This integration allows you to access your Veo client data in TOTAL Online to streamline your process for creating financial plans. 

Real-Time Access to Client Data

TOTALOnlinewithVeo

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Using TOTAL Online for Veo®, advisors can quickly and easily access real-time asset information to jump-start data entry for creating or updating financial plans.  Advisors can now seamlessly access Veo client data, including:

  • Account information
  • Balances
  • Positions

GuideView the TOTAL Online for Veo® guide to walk through the steps of accessing real-time asset information using Money Tree's TOTAL Online for Veo.

TOTAL Online is the cloud-based edition of TOTAL Planning Suite, a powerful and flexible financial planning platform that offers both goal-based planning with Easy Money Power Planner, and cash flow-based planning with Golden Years Cash Flow, allowing advisors to plan for any client situation.

TOTAL Online improves the planning process for advisors with its easy to understand data input, backed with industry-proven calculations and reports. Advisors can create, collaborate, and deliver financial plans anywhere, anytime thanks to the cloud-based platform.  CloudBasedFinanicalPlanningSoftware

Streamline Your Planning Process Today with TOTAL Online for Veo®

Try TOTAL Online for 30-days!

 

TD Ameritrade, Inc. and Money Tree Software are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Money Tree Software’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Money Tree Software. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.