Kwanti’s Portfolio Lab, a cloud-computing based portfolio analytics and client acquisition solution, is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Within Portfolio Lab, advisors can now seamlessly access critical Veo client data such as balances and positions, and use Veo client data to create detailed analytics and customized client reports.
Get Started
- Complete the Release of Information form and fax it to TD Ameritrade Institutional at 858-678-2855 or email it to techservices@tdameritrade.com
- Notify Kwanti and TD Ameritrade Institutional via phone or email:
- Kwanti at 415-354-9703, extension 4, or support@kwanti.com
- TD Ameritrade Institutional Technology Services at 800-431-3500, option 3, or techservices@tdameritrade.com
TD Ameritrade, Inc. and Kwanti 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 Kwanti’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by AdvisoryWorld. Brokerage services provided exclusively by TD Ameritrade, Inc. member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.