An integrated technology solution can be crucial to running your business smoothly and efficiently. To help you get more from the third-party technology applications you already use, TD Ameritrade continues to expand their list of applications that are integrated with iRebal®, TD Ameritrade Institutional’s award winning custodial technology platform.
The Latest Integration
AdvisoryWorld, is now integrated with iRebal. Within SCANalytics, you can now:
• Access iRebal Model Allocations
• Enhance iRebal Models with AdvisoryWorld’s Investment Screener and Efficient Frontier Optimizer
• Create new models in iRebal which are built in SCANalytics
• Generate Model Fact Sheets for any iRebal Model including Performance, Diversification and Risk Scores
• Hypothetically Backtest any iRebal model as compared to any Client Account in Veo One
• Feature iRebal models in AdvisoryWorld’s Advisor Proposal Generator and Acquire applications for client on-boarding through TD Ameritrade and DocuSign
AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide.
Visit advisoryworld.com/tdai to learn more about AdvisoryWorld’s key features and learn more about this specific integration.
To activate your Veo client data in SCANalytics
1) Complete the Release of Information form and fax to 858-678-2855 or email it to ZINSTAPIPMSUPPORT@tdameritrade.com
2) Notify TD Ameritrade Institutional and AdvisoryWorld via phone or email
TD Ameritrade Institutional Technology Services
(800) 400-6288, option 3, or ZINSTAPIPMSUPPORT@tdameritrade.com
(800) 480-3888, or firstname.lastname@example.org