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, Tamaracs Advisor CRM, Junxure CRM and Advisors Assistant. Salesforce, Ebix and Redtail are already integrated with Veo.
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