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.
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:
Learn more about in-depth planning with TOTAL.
TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your client's financial situation with TOTAL's goal-based and cash-flow based planning options.