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TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization

The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

Tuesday, August 14, 2012 – 3:47 AM by Brooke Southall
Admin:
no description available
Ben Welch: This is a big advancement.

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See more related moves

Mentioned in this article:

iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina




Craig Iskowitz

Craig Iskowitz

February 18, 2013 — 3:11 AM

This cloud-based version of iRebal was discussed at a panel discussion along with Tamarac, Total Rebalance Expert and TradeWarrior at the 2013 Technology Tools for Today (T3) conference last week in Miami.

The discussion covered topics such as the best way to explain how software automation improves advisor productivity, as well as pricing and integration options. Check out what the rebalancing software providers had to say here: http://wp.me/pPor1-rZ

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