2
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.
3
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.
4
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.
5
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.
6
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.
7
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.
8
TD AMERITRADE | TDA 1887: Veo Open Access Animation | 11/21/11 | v3.0
Animation
Animation:Show animated Open Acces Diagram.
Voiceover:Now Veo gives you even more flexibility with its open access capabilities. Your client informa-tion flows seamlessly and securely between Veo, your CRM, portfolio management, financial planning, portfolio rebalancing, and forms and documents applications.
5. Animation:The diagram slides over. data entry fields appear on the right. Data is enetered. And then the data drops onto each of the circle. When the data drops onto a circle, a check mark appears on the circle.
Voiceover:No need to re-key data. Your workflows are customized to suit your firm’s unique needs and existing processes.
6.Animation:Zoom into the globe, it flips over and becomes a circle labeled “Advisor” with a ring encompass-ing it labelled “Core technology Solutions”.
Voiceover:Determine the applications that will best suit your needs
3. Animation:Screenshot goes away and words that represent “evolving business and regulatory requirementds scroll across the screen. The Veo logo pulses. Each time it pulses, one of the streaming phrases turnsVeo green.
Voiceover:Veo’s open architecture is designed to be flexible and to adjust as your needs change to help you stay ahead of evolving business and regulatory requirements, and competitive pressures.
9. Animation:X
Voiceover:We listen to you. Only you know which applications will suit you best. Our growing, open access provider network is a reflection of your feedback.
11.Animation:Display Quote
Voiceover:“TD Ameritrade Institutional’s open access approach is unique and they have an impressive lineup of integration partners.” – Joel P. Bruckenstein, CFPPublisher, Technology Tools for Today (T3)
10.Animation:Show text on the screen
Voiceover:Have more control over your technology solution
2.Animation:Static Screen
Voiceover:Experience Truly Open Integra-tion
1. Animation:Display Quote
Voiceover:“I believe the Veo app will allow us to efficiently take client service to a level above our competitors.” -Ray MignoneRay Mignone & Associates, Incorporated
13.Animation:X
Voiceover:Gain more from your existing technology solution by integrat-ing third-party software tools you may already use.
12. Animation:
Pan a diagram of the folowing workflow accross the screen:
Advisor role:Advisor enters prospect info into CRMPopulates new account formsEmails to prospect
Prospect Role:Prospect reviews and esigns paperwork Submits/emails it back
Advisor Role:Advisor reviews paperwork for completenessSubmits paperwork to custodian for processing
TDAI Role:Custodian approves paperworkCustodian opens account
Voiceover:With Veo’s open access capabilities, you can take advantage of customized workflows and data integration.
14. Animation:Display text
Voiceover:Access critical Veo information within other technology providers’ applications
15. Animation:Display screenshot
Voiceover:View changes to your clients’ balances, positions and transactions
17.Animation:Display screenshot.
TDA screenshot should visually tie to the Veo Alerts tab on the top of the bottom-most screen-shot.
Voiceover:Stay current with your Veo alerts and announcements
16. Animation:Display text
Voiceover:Work from your application of choice and experience the efficiencies of your data seamlessly integrating with Veo’s functionalities.
19.Animation:Display screenshot
Voiceover:Monitor the key securities impacting your clients’ portfolio through your quote list
18. Animation:Display screenshot
Voiceover:You will soon be able to generate orders or prepare block orders from your portfolio rebalancing tool, and place them right into Veo.
20. Animation:Display screenshot
Voiceover:You will also be able to initiate cash management requests such as checks, transfers, ACHs and wires from outside Veo
22.Animation:Display screenshot
Voiceover:And will soon be able to rearrange your allocations as needed
21. Animation:Display screenshot
Voiceover:And will be able to change your client’s address, phone number or account profile information in your CRM and it automatically updates in Veo
23. Animation:Display text
Voiceover:Become more efficient by taking advantage of key workflows integrated across applications.
24.Animation:Diaplay the Veo icon and a screenshot of the Veo platform.
Voiceover:Choice and flexibility have always been the backbone of Veo®.
8.Animation:Display Quote
Voiceover:“Advisors with all their tools integrated spend 52% of their time with clients. However, advisors with no tools integrated only spend 13% of their time with their clients.”- Efficiency Chart: Aite Group’s survey of registered investment advisors 2007/2008.
7. Animation:Display screenshot
Voiceover:You will be able to complete new account forms on-line using e-signature capabilities
25. Animation:Display screenshot
Voiceover:Tap into critical business information anytime and anywhere in a dashboard with Veo Mobile
26. Animation:Display screenshot
Voiceover:Coming soon - Leverage intuitive navigation between Veo and other applications using single sign-on to quickly access data and to efficiently execute tasks
27. Animation:Display quote
Voiceover:“Veo’s open access capabilities show that TD Ameritrade Institutional listens to me, I can choose the software that works for my practice.”– Alex Murguia, McLean Asset Management Corporation
28. Animation:Display text
Voiceover:It’s your business.
29. Animation:Display text
Voiceover:And Veo’s open access capabilities help you to run it your way.
30. Animation:Transition to closing screen
Voiceover:To learn more about Veo’s open access capabilities, call (800) 934-6124, or visit www.tdainstitutional.com/openaccess.If you already custody with us, please call Technology Services at (800) 431-3500, option 3.
Disclosers: *iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. **thinkpipes is a service provided through TD Ameritrade, Inc. Access to Veo® and the services presented is provided solely as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade and companies named in the presentation are separate and unaffiliated and are not responsible for each other’s policies or services. TD Ameritrade is not responsible for third-party information or services, including market data provided by the exchanges. TD Ameritrade does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Third-party research and tools are obtained from companies not affiliated with TD Ameritrade, and are provided for informational purposes only. While the information is deemed reliable, TD Ameritrade does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use.�Specific companies appearing in examples are not recommendations. This material is designed for a financial professional audience, primarily registered investment advisors. Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experi-ence of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).�Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2011 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.
32.Animation:Pan up to the Veo circle.
Voiceover:Veo—Our core account management and trading platform for independent advisors
4.
TBD
Animation:Display Quote
Voiceover:“The Game Changer” – Advisor Products and Financial Advisor Magazine
31.