iRebal-Veo integration is enviable

Written by Davis Janowski, InvestmentNews Friday, 17 August 2012

Imagine hitting a single keystroke and being able to re-balance all your client accounts.

That remains a pipe dream for many, but the concept is coming closer to reality for at least one segment of the advisory community.

Thanks to an integration formally announced last Monday, registered investment advisers now have access to straight-through processing of re-balancing trade orders between iRebal and TD Ameritrade Institutional's Veo account management platform. Read More..