/PRNewswire/ - Junxure (www.junxure.com), an industry-leading practice improvement firm for financial advisors that integrates CRM technology, consulting, and training, today announced the launch of its integration with Veo®, TD Ameritrade Institutional's comprehensive trading and account management platform.
With Junxure and Veo integration, financial advisors will be able to:
Access critical client data securely, including account overviews, holdings, transactions and alerts
Create...
Keep on reading: Junxure CRM Expands Custodial Integration Offering, Announces Integration With TD Ameritrade’s Veo
Keep on reading: Junxure CRM Expands Custodial Integration Offering, Announces Integration With TD Ameritrade’s Veo