TD Waterhouse Institutional Services today unveiled VeoExpress, a downloadable application (applet) that allows advisors to combine the online functionality of Veo, the firm’s proprietary Internet-based account management and trading platform, with the power of their desktop for more intensive data processing. The applet was unveiled to advisors at Partnership 2002, TD Waterhouse’s annual financial advisor conference, which is being held in Orlando, Florida.
Veo, which was launched in 1999, enables the more than 2,000 financial advisors in TD Waterhouse’s network to efficiently manage their client accounts through quick and easy access to account information, individual and block trading and many other time-saving features — with the click of a mouse, from any Internet connection.
Now advisors can also leverage VeoExpress, which provides access to additional features such as:
— Individual account information all on one page;
— The ability to upload trade lists and management fees from portfolio management systems or generic file formats such as Excel;
— Right click functionality that gives advisors access to pertinent information, such as trading, quotes, the ability to list all accounts holding a specific security, and more;
— The ability to export data to compatible software programs in one click;
— The ability to store information on your desktop, eliminating the need to access information multiple times via the Internet;
— And much more
“We strive to make advisors’ jobs easier by providing them with all the tools necessary to manage their clients’ portfolios efficiently,” said J. Thomas Bradley, Jr., President, TD Waterhouse Institutional Services. “Veo has always provided advisors with flexibility and now, VeoExpress provides advisors with even more time-saving technology.”