|[December 08, 2011]
TD Ameritrade Institutional Debuts a Technology Triple Play: DocuSign, Laser App and Veo® Work Together to Streamline Account Opening for Advisors
JERSEY CITY, N.J. --(Business Wire)--
Ameritrade Institutional1 integrates DocuSign
electronic signature and Laser
App form filling technologies with its Veo advisor platform to cut
account opening time from days to minutes. Through this powerful
combination, advisors can simplify the document sending and signing
process, reduce contract cycle time, trim costs and improve client
"Advisors on our platform have benefited from Laser App integration with
Veo for several years, gaining greater efficiency and improved accuracy
when creating new client account applications," said Jon
Patullo, managing director of technology product management, TD
Ameritrade Institutional. "By adding integration with DocuSign, we are
able to further enhance the account opening process. Enabling electronic
signatures in a digital, straight-through-processing system, we can
replace manual pen-and-paper signing, faxing and overnight shipping with
a one-click process."
Laser App's prepopulating forms eliminate the need to re-enter
information such as client addresses and phone numbers. DocuSign's
eSignature solution allows advisors' clients the ability to
electronically sign new account paperwork from their computers and
mobile devices. Integrating these technologies together with Veo, TD
Ameritrade Institutional's advisor trading platform, replaces the
current manual process of filling out and mailing documents back and
forth for completion and signatures. For added convenience, advisors can
now post forms on their own Web sites to make it even easier for clients
to access and electronically sign paperwork.
"TD Ameritrade Institutional was an early adopter, providing Laser App
for advisors more than three years ago. They took the right steps to
integrate Laser App with Veo, giving advisors the ability to leverage
existing data to prefill their forms," said Robert Powell, vice
president of sales and marketing, Laser App, Inc. "Completing the
trifecta with data (Veo), forms (Laser App) and now eSignatures
(DocuSign) means the path for straight-through-processing has been
Registered investment advisor, Alex Murguia of McLean, Virginia, has
been using DocuSign for several years and has experienced the benefits
of reduced paperwork and faster account openings. "TD Ameritrade
Institutional has found a way to significantly shorten and simplify the
time and effort it takes to open, maintain and update accounts. Laser
App and DocuSign help accelerate document turnaround, reduce legal risk
and ensure compliance as documents cannot be processed unless every data
field and signature tab is completed," said Murguia, managing principal,
McLean Asset Management Corporation. "Thanks to TD Ameritrade
Institutional's technology integration, I'm able to focus more of my
attention on managing my client relationships and growing my business."
Through the Veo open access API (Application Programming Interface), TD
Ameritrade Institutonal also enables other advisor technology providers
to integrate electronic signatures directly into their existing
workflows. Orion Advisor Services, which provides back office technology
support for advisors, has built a custom integration with Veo. By
accessing Veo's API, Orion has integrated its eProfile new account tool
with TD Ameritrade Institutional and DocuSign to automate the new
account opening process for advisors.
"TD Ameritrade Institutional's unique open access approach allows firms
like Orion the ability to utilize these deep integrations and make them
available to our advisor clients," said Eric Clarke, president Orion
Advisor Services, LLC. "We've been able to develop customized
paperless account opening workflows for advisors, maximizing the
benefits TD Ameritrade Institutional has provided with DocuSign."
"Financial Institutions have built their reputations on the quality of
their customer experience and speed of serving clients," said Joe Fuca,
senior vice president of worldwide sales at DocuSign, Inc. "DocuSign is
proud to work with Orion Advisor Services, Laser App, and TD Ameritrade
Institutional to provide their advisor clients with the fastest,
easiest, most secure way to get a signature."
For more information, please visit TD Ameritrade Institutional, www.tdainstitutional.com.
To learn more about advisor technology, visit http://www.tdainstitutional.com/technologysupport.html
or call 800-934-6124.
TD Ameritrade, Inc. and Orion Advisor Services, LLC, Laser App Software,
Inc. and DocuSign, Inc. are separate unaffiliated companies and are not
responsible for each other's services or policies.
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 text 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.
Advisors have not received remuneration for participation in providing
these testimonials. Advisor testimonials may not represent the
experience 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 (News - Alert) website (www.sec.gov).
About TD Ameritrade Institutional
Institutional is a leading provider of comprehensive brokerage and
custody services to over 4,000 fee-based, independent registered
investment advisors and their clients. Our advanced technology platform,
coupled with personal support from our dedicated service teams, allows
investment advisors to run their practices more efficiently and
effectively while optimizing time with clients.
About TD Ameritrade Holding Corporation
investors and independent registered investment advisors (RIAs) have
turned to TD Ameritrade's (NASDAQ: AMTD) technology,
to help make investing and trading easier to understand and do. Online
or over the phone. In a branch or with an independent RIA. First-timer
or sophisticated trader. Our clients want to take control, and we help
them decide how - bringing Wall Street to Main Street for more than 36
years. An official
sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and
again been recognized
as a leader in investment services. Please visit the TD Ameritrade's newsroom
for more information.
Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)
1 TD Ameritrade Institutional is a division of TD Ameritrade,
Inc., a subsidiary of TD Ameritrade Holding Corporation (NASDAQ: AMTD)
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