Having the right analytical tools can help advisors display investment strategies more clearly and provide better client service, which may increase client confidence, loyalty and referrals. Add value to your client relationships and to your business by leveraging these tools.

Document Management

Deploying a Document Management solution in your office can have a significant impact on your productivity. Paperless solutions have reshaped the way we interact with clients and have added efficiencies on both sides of the relationship. From improving account opening processes to minimizing clutter and simplifying document storage and retrieval, Document Management solutions are an important component of an advisor’s technology toolset.

Financial Planning

Financial planning software helps you provide your clients with a roadmap for their desired goals. Getting your clients’ account information into those systems to help provide an accurate picture of their finances and properly plan for their future is an important component of the planning process. Veo® has deep integrations with several financial planning solutions to enable you to easily import your clients’ account information and help steer your clients toward success.

Office Tools

Veo Open Access offers live integrations with a wide-range of office tools from third-party technology providers. Whether you need a solution to consolidate your social media channels, create online forms, assess risk, communicate with clients, aggregate data or monitor suitability requirements, it is likely that there is an integrated solution available to meet your needs.

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