Fi360 now integrated with the Veo® platform from TD Ameritrade Institutional

April 14, 2014

The fi360 Toolkit is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. This integration allows advisors who custody assets with TD Ameritrade Institutional to access Veo client data in their Toolkit subscription to streamline their business processes.

This is the first online software platform to integrate with the fi360 Toolkit. Additional integrations are currently in progress and will be announced when available. View our integration partner page to see a complete, up-to-date list of fi360’s established integration partners.

If you are an existing fi360 Toolkit Subscriber who wishes to integrate with Veo, download the fi360 Toolkit and Veo® integration user guide.  

If you are not a current fi360 Toolkit Subscriber, sign up now for a 30-day free trial.