Partnerships
Create an integrated experience between SmartOffice and the Veo platform from TD Ameritrade Institutional
As a Registered Investment Advisor, you want to maximize the amount of time you spend servicing your clients and growing
your business. But if you’re juggling multiple technology solutions that don’t communicate with each other, you can
spend precious time switching between applications and entering data manually—tasks that chip away at your productivity
and get in the way of reaching your business’s goals.
Ebix’s SmartOffice, the customer relationship management (CRM)
solution for RIAs and advisors, can help you overcome these obstacles.
If you use both SmartOffice and the Veo platform from TD Ameritrade
Institutional, you can now take advantage of a seamless integration
connecting both applications: SmartLink for Veo.
Eliminate Manual Data Entry—and Leverage SmartOffice’s Power
If you’re accustomed to working with SmartOffice and Veo separately,
this integration will dramatically change the way you interact with both
solutions. Do you enter data from Veo into SmartOffice manually?
This add-on makes manual entry unnecessary, automatically synchronizing
client investment data between the two systems. Because this solution
handles up to 95% of your day-to-day data entry and updating
requirements, you can free yourself and your support personnel from
such time-intensive tasks and direct your energies toward more
productive activities.
The time savings alone make this integration compelling, but the benefits go beyond keeping client investment data
synchronized. In addition to having client portfolio data available for viewing and analysis directly in SmartOffice, you can
tap SmartOffice’s powerful reporting capabilities to create reports for yourself and your clients based on that data. With
this capability, you gain a deeper understanding of your clients’ needs while keeping your clients better informed about
how their money is working for them.
Key Benefitsl Keep client investment data
synchronized between
SmartOffice and Veo, eliminating
the need for manual data entry
and reducing errors.
l Use SmartOffice’s powerful reporting
tools to create reports for yourself
and clients.
l Sign in to one application and
access the other without having
to sign in again.
l Receive Veo alerts in SmartOffice.
SMARTLINK forVeo®
Ebix | 251 S. Lake Ave. | Suite 200 | Pasadena, CA 91101 | T: 800-777-9188 | Email: [email protected] | Web: www.ebixcrm.com
App Switching Made EasySwitching back and forth between SmartOffice and Veo has also been simplified. Using single sign-on (SSO) technology,
you can sign in to either application, access a client’s record, and then navigate to the same client’s record in the other
application without having to sign in a second time. The transition is seamless and hassle-free.
Furthermore, working with your client data in SmartOffice won’t prevent you from seeing important Veo alerts about new
accounts, confirmations, transfers, margin calls and the like. An exclusive feature of SmartLink for Veo is the ability to
receive Veo alerts directly in SmartOffice. That means you can work in SmartOffice as long as you need to without worrying
about missing important notifications.
Harness the Power of Both SystemsUsing two different applications to service your clients doesn’t have to be an exercise in inefficiency. Enjoy the benefits
of both SmartOffice and Veo while boosting your productivity.
Use SmartOffice to create attractive, ready-to-send
reports for your clients based on data transferred
automatically from Veo.
TD Ameritrade, Inc. and Ebix are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Ebix’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Ebix. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.