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