TD Ameritrade makes trading on iPads for RIAs available before mobile devices
Written by Brooke Southall, RIABiz Friday, 06 April 2012
Following the lead of Pershing LLC and Fidelity Investments but ahead of Schwab Advisor Services, TD Ameritrade Institutional is making it possible for advisors to place trades for mutual funds, ETFs and equities from chairlifts and hotel lobbies using iPads. See: Fidelity releases WealthCentral Mobile for the iPhone.
The Jersey City, N.J.-based custodian is also making other features of its Veo advisor platform available on the Apple tablet computer including consolidated and single client account views, as well as live streaming CNBC coverage. See: TD Ameritrade’s technology, Veo, wins high praise from advisors so RIABiz took a look.
“We thought the iPad, more so than mobile apps, [is important] so [advisors] can present [information] to clients. Mobile is hard to use to present to clients,” says Jon Patullo, managing director of technology product management for TD Ameritrade Institutional. Read More..