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

Written by Brooke Southall, RIABiz Friday, 17 August 2012

TD Ameritrade Institutional has linked two of the jewels in its software crown and the combination may be a multi-carat combination — at least for the relatively small cadre of RIAs who use iRebal. See: Tech Review: iRebal thrives after TD Ameritrade acquisition.

The Jersey City, N.J.-based RIA asset custodian has upgraded the efficiency of iRebal, its rebalancing software to make it more childproof and time-stingy. Several TD advisors have used it the past couple of months in beta tests. The new functionality will not result in separate fees. Read More..