One and done
You want to work with the tech you like best. And you want to see all your data in one place. No problem. Veo One® is designed for that. One platform for managing all your clients. One place for your apps. One login. One dashboard. One simple solution.
It’s like a party and your
favorite apps are invited
Businesses run better when tech works together. By bringing third-party applications onto one platform, data can flow across applications helping you to increase efficiency and effectiveness.
Work your way
Account and client-level views of all your relationships, customizable dashboards, and multi-custodial data views from integrated apps.
The Advisor benchmarking capabilities available in Veo One allow you to anonymously compare your performance to your peers.
Welcome to mission control for independent Advisors
Enjoy Veo® trading for equities, options, and mutual funds, including block trading. View market research and access alerts, tasks, and calendars.
Veo One integrated apps
Effortlessly integrate data from some of the most popular and powerful financial applications.
- Junxure® Cloud
- Redtail Technologies
- Laser App® Anywhere
- Envestnet | Finance Logix®
- Black Diamond®
- Orion Advisor Services
- Envestment | Tamarac
Rebalancing and trading
Ready for total tech mastery?
Whether you’re still contemplating the switch, or you’ve already made your move, we’re here to help you take the next step.
Ok, the ball is in your court. Whether you’re still thinking about making the switch, or you’ve already made your move, we’re ready to help you take the next step. So go ahead and fill in the form below. We promise that it actually goes to a real human with real answers.
Don’t put up with lip service from your custodian. Your fellow RIAs will fill you in on why.
More and more, the evidence is becoming clearer—those who go independent are a happy bunch.
See our list of helpful tech tools and learn how they integrate with our Veo® platforms.