Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional Users

August 15, 2017 at 09:07 AM
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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.

"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."

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