TD Ameritrade this week will roll out an upgrade of its open architecture platform’s integration with cloud-based electronic signature system DocuSign, as it streamlines DocuSign’s pairing with financial form-filling software Laser App.

While the company already has integrated DocuSign with Laser App through its Veo advisor platform, the signature process for the advisors was “not as seamless as we’d like,” said Jon Patullo, TD Ameritrade’s managing director of technology product management. “We really wanted to streamline that process to make it as user-friendly and easy for advisors” as possible, he said.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access