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
|______||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:
View 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.|
Streamline Your Planning Process Today with TOTAL Online for Veo®