Envestnet | Tamarac announced on Tuesday that it has added single-sign-on capabilities to its platform for advisors who use TD Ameritrade’s Veo One for custody services. Contextual links in the Veo One platform let advisors move between the platforms easily.
(Related: Advicent Integrates With Envestnet)
“Offering contextual linking between our two applications saves advisors time and improves productivity. This integration aligns with the way advisors want to work: They can quickly retrieve the information and data they need to move and act on requests and provide a higher level of service to their clients,” Stuart DePina, president of Envestnet | Tamarac, said in a statement.
Envestnet | Tamarac integrated its Advisor Rebalancing Platform with TDAI’s Veo platform earlier this year. The integration allows advisors to submit trades to TDAI from Tamarac’s platform for straight-through processing. Advisors can also get real-time alerts and view holdings, transactions and account values from TD Ameritrade within Tamarac’s portfolio management application, Advisor View.
“Our advanced, open-architecture approach allows for deeper integrations with widely used technology providers such as Envestnet | Tamarac,” Jon Patullo, managing director of technology solutions at TD Ameritrade Institutional, said in a statement. “Our ongoing collaboration speaks volumes about how both our organizations are dedicated to helping advisors leverage technology to work faster and smarter.”
— Read TD Ameritrade Furthers Technology Integration Mission on ThinkAdvisor.