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Junxure CRM Announces TD Ameritrade Veo Integration

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Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.

The Raleigh, N.C.-based Junxure says the partnership will allow financial advisors to “access critical client data securely; create workflows in Junxure from Veo alerts; filter and sort data quickly for a customized experience, and: easily set up the integration with no need to download extra applications.”

Greg Friedman“We are thrilled to offer our customers this new integration with TD Ameritrade Institutional’s Veo,” Junxure co-founder and president Greg Friedman (left) said in a statement. “Access to client account data in real time, alerts, and even transaction history, all within your CRM–that’s the fusion of technology that advisors are looking for.”

Junxure is a founding member of Your Silver Bullet, a consortium of software providers “committed to ensuring the compatibility of their applications.” Junxure claims it “offers more integration with custodians and practice management applications than any other CRM for advisors.”  

 “Junxure has taken a leadership role in ensuring that programs and applications ‘speak’ to each other, as we understand how critical this is to advisors,” Friedman added. “This integration with Veo is a significant step in our commitment to continuing that tradition.”


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