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.