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TD Ameritrade Institutional today announced the expanded integration of leading advisor customer relationship management technologies (CRM) with its open access network, Veo.
The new technologies include the Pareto Platform, based on Microsoft Dynamics CRMsoftware, Tamarac’s Advisor CRM, Junxure CRM and Advisors Assistant. Salesforce, Ebix and Redtail are already integrated with Veo.
According to Jon Patullo, TD Ameritrade Institutional’s managing director of technology product management, the technology that helps advisors better...