Yourefolio is designed with innovative tools and modules to help professionals with all aspects of estate and legacy planning within their practice. Never leave the software to engage, prepare, plan, execute, illustrate, connect, review, administer and settle any type of clients estate.
IncomeConductor is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Never has there been so much pressure on financial professionals. From rapidly evolving technology offerings to major changes in regulation, advisors need to constantly re-evaluate their practice and value to clients. Simply providing accumulation and wealth management services is no longer enough.
Offering income distribution planning and management is increasingly critical to growing your practice and retaining your clients. IncomeConductor® offers the strategy, the tools, and the support you need to stay ahead of the curve and build a scalable, compliant, and successful practice.
Connecting your IncomeConductor segmented retirement income plans with your Orion Advisor platform provides you with the ability to associate your clients’ accounts and sub-accounts with one or more income plan segments in just one click. Daily automated updates of your client account values ensure that you can easily monitor all your plans and act quickly when opportunities arise to meet with clients and make important plan modifications.
Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your business your way.
Orion downloads daily files from TD Ameritrade for account reconciliation through a data interface. Additionally, Orion integrates with the Veo platform for real-time viewing of TD Ameritrade account information.
https://tdainstitutional.com/veo
TD Ameritrade, Inc. and Orion 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, Orion’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by Orion. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.