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.

  • Game-changing insights

    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.

Analytics

  • AdvisoryWorld
  • YCharts

CRM

  • Junxure® Cloud
  • Redtail Technologies
  • Salesforce.com®
  • Wealthbox

Document management

  • DocuSign®
  • Laser App® Anywhere
  • Laserfiche®

Financial planning

  • eMoney®
  • Envestnet | Finance Logix®
  • MoneyGuidePro®
  • RightCapital

Online advice

  • AdvisorEngine

Portfolio management

  • Advyzon
  • Black Diamond®
  • Blueleaf
  • Morningstar®
  • Orion Advisor Services
  • Envestment | Tamarac

Rebalancing and trading

  • iRebal®
  • thinkpipes®

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.

Let’s talk

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.

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