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Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform

Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing®

January 19, 2017

Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration between its Advisor Rebalancing® application and TD Ameritrade Institutional’s Veo® custody platform, enabling advisors to submit trades directly to TD Ameritrade for straight-through processing from within Advisor Rebalancing. Advisor Rebalancing is part of the portfolio management software that Pure Financial uses.

Earlier in 2016, Envestnet | Tamarac enhanced its level of integration with TD Ameritrade Institutional’s Veo platform, giving advisors the capability to set Veo as the data source for holdings, transactions and unrealized gains/losses reports in the Advisor View™ portfolio management and performance reporting application. Tamarac has implemented similar integrations with other custodial platforms. Littman supports the new enhancements, commenting: ben headshot with title

“The enhanced integration with TD Ameritrade Institutional, along with ongoing updates to Envestnet | Tamarac, make it possible for us to handle almost all of our workflows and track down the data we need from within the Tamarac ecosystem.”

Littman goes on by saying, “Tamarac acts as a trusted partner that facilitates scalable growth, and gives us the freedom to provide our clients with an efficient and personalized wealth management experience.”

Read the full press release here.

Source: tamaracinc.com

 

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