by Carolyn Rothwell on January 27, 2015

TD Ameritrade’s Advisor Conference & TOTAL Online for Veo®


VeoIntegration

If you are attending TD Ameritrade Institutional’s national conference in San Diego this week, please stop by our exhibit in the Veo® Integration Partner kiosk area.  Money Tree is an invited Veo open access technology provider.  Money Tree's President, Mark Snodgrass, will be demonstrating TOTAL Online for Veo.  This integration allows real time access Veo client data in TOTAL Online to streamline your process for creating financial plans.

For advisors who plan with TOTAL Online and custody assets with TD Ameritrade Institutional, make sure to take advantage of the integration between TOTAL Online and Veo  to jump-start data entry for creating or updating financial plans. Learn more: moneytree.com/veo

 


Want to see more of TOTAL Online?  Sign up for a 30-day free trial and start planning today.  

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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.