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."
"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."
