1. Veo One® – Unify Your Technology
Stephanie Macon, Vice President, Technology Consulting

2. Important Information
Presentations are for informational and educational purposes only.
Access to the Veo® platform’s open access capabilities is provided as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo® open access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC.
Examples presented are provided for illustrative and educational use only and are not a recommendation or solicitation to purchase or sell any specific security.
TD Ameritrade and all shown third-parties are separate, unaffiliated and not responsible for each other's services, opinions, or policies.
All product, logo, and service names are the property of their respective owners.
FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade Inc. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank © 2017 TD Ameritrade.

3. Veo Open Access® It began with an idea.
An idea to make seamless integration work together for the benefit of our RIA clients.
And Veo Open Access was born.

4. Veo Open Access® First opened up our APIs in 2011
Built through collaboration
Annual Tech Summit
Operations Panels
Ongoing Advisor Feedback
121 live integrations

5. Veo Open Access® Integrations
Brokerage services provided exclusively by TD Ameritrade, Inc.

6. Veo Open Access® Integrations
Analytics – 13
Financial Planning – 15
CRM – 15
Portfolio Management – 24
Online Advice – 16
Trading & Rebalancing – 6
Office Tools – 32

7. Key Features of Veo Open Access®
Choice
Choose the solution that best suits your needs
Flexibility
Take advantage of the latest integration points with your existing tech solutions
Security
Safeguard your trading environment and your clients’ information and financial assets
Efficiency
Access client data from Veo in your app of choice and leverage workflows in your daily tasks

8. Bringing it All Together: Veo One®

9. Diverse Experiences RIA Planning Portfolio Mgmt Document Mgmt
Compliance
Vault
CRM
RIA
Diverse Experiences:
Leads to:
Multiple Logins
Disparate Systems
Time to Process
Unproductive Workflows

10. Unified Experience Advanced Alerts
Bringing you a Unified Experience that is…
Efficiently Designed
Delivers Innovative Features
Includes Simplified Workflows
Giving you Access to Business Intelligence

11. Accessible Anytime, Anywhere, on Any Device
Again, Veo One is built in mobile responsive design eliminating, accessible anytime, anywhere, on any device without the need to install and make updates to an app to access.
For illustrative purposes only.

12. Initial Veo One® Integrations
Coming Soon:

13. Current Integration with Veo One®
Single sign-on to Veo One from the Junxure Cloud Home Screen
Single sign-on to Junxure Cloud Account Screen in-context from Veo One Client Screen
Access TD Ameritrade current intraday positions and transactions from Junxure Cloud
Advanced Alerts – Enable you to automatically trigger actions and workflows
Junxure Cloud data in Veo One

14. Veo One®: Managing Your Day
Client meeting: Sally Smith
Client Dinner: A. Hamilton
For illustrative purposes only
For illustrative purposes only

15. Veo One®: Preparing For Client Meeting
Robert Smith
For illustrative purposes only

16. Veo One®: Real-time Account Opening
For illustrative purposes only

17. Veo One®: Servicing & Managing Client Relationships
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For illustrative purposes only

18. Veo One®: Advanced Alerts
CRM
Trading
Veo Open Access®
Financial Planning
Portfolio Mgmt

19. What’s Next
Now what’s coming?

20. The Power of Data
Big Data
Analytics
Personalization

21. Veo One® Analytics What we will Deliver:
Deliver a superior client experience that helps advisors operate more efficiently
Building an on-demand analytics experience in order to make better decisions
What we will Deliver:
Advisor-Facing Snapshot Report
FA Insight Benchmarking Tool
Advisor Analytics Landing Page
Operational Performance
Internal Platform Analytics

22. FA Insight Benchmark Module
For illustrative purposes only

23. Thank You
Stephanie Macon, Vice President, Technology Consulting TD Ameritrade Institutional