Advisors that use the eMoney Advisor platform and custody client assets with TD Ameritrade Institutional’s latest generation Veo One platform can now seamlessly work between the two systems using single sign-on, the firms announced on Tuesday.
Among the examples presented in a prepared statement about the integration were the ease with which advisors can now sign in from within eMoney and then securely access and share documents from TDAI’s Statements and Tax Forms with clients via the clients’ eMoney vaults.
This new, “deeper integration” is described as the latest collaboration between the firms and is complementary to already existing integrations specific to financial planning and “client portal applications, which include start-of-day account and client information from TDAI.”
Twitter rumors of an outage
As often happens these days when users get frustrated with an online application, the second stop after being placed on hold with customer service is Twitter.
When contacted about the issues by WealthManagement.com technology reporter Samuel Steinberger, a spokesperson for eMoney responded in email that there was not an outage but that customers did have a “poor user experience” for two hours due to a minor glitch. The firm stated that the issues were related to a third-party Domain Name System provider.
