A widget displaying account data from TD Ameritrade Institutional’s VeoOne Platform is now available in the AdvisorVault Client Portal.
Using TD Ameritrade Data Intelligently
Instead of providing a link on your website where clients log into TD Ameritrade Institutional’s advisor-client website to see account values, clients log in to your website’s client dashboard. It’s a client portal designed expressly to help advisors collaborate with clients.
A Dedicated Advisor Client Portal
Advisor Products does not provide financial planning, portfolios accounting, or CRM software. We provide your client interface, an advisor’s client portal.
Account Data Updated Daily, Performance Benchmarking Quarterly
The TDAI Interface is a good solution for you if you want to provide clients daily updated account data but not daily updated performance reports. Benchmarking yourself daily is total transparency. However, it may be an overshare. If you feel daily benchmarking is too much information and may indeed undermine your investment philosophy, this is a good solution for you. It enables you to give clients account data daily without comparing your performance against a bogey.
A Client Portal For New Advisors
The TD Ameritrade Institutional advisor-client portal widget is also an excellent choice for new advisors just entering independent advisor profession and who has no portfolio management software system.
Redtail-Client Portal Widget
AdvisorVault’s Client Portal displays advisor clients’ TDAI account data in a modern widget alongside data fed by Redtail CRM listing tasks your team completed for each client. The My Tasks tab, highlighted by the red circle around the number three, highlights tasks you assigned each client and they must complete.
You manage this in Redtail as an “Activity.” Check the box at the bottom of any Activity in Redtail to “Share with Advisor Products,” and that activity shows up in the client. The client is notified to check the portal but no personal information is emailed.
Document Sharing For Advisors
Directly below the TDAI widget, the client’s eye is drawn in the same way to the Unread Files tab highlight with the red circle. Those are files the advisory firm have uploaded or that have been uploaded by professionals outside your firm with whom you have partnered.
MoneyGuide Pro-Client Portal Integration
The widget on the bottom right displays a client’s probability of success from MoneyGuide Pro. While eMoney’s client portal is great, the AdvisorVault Client Portal with its MoneyGuidePro widget is an excellent alternative for an independent advisor and fiduciary. The MoneyGuide Pro approach to financial planning is an excellent tool for modular financial plans limited to a single goal. Presenting the financial planning information in the client portal communicates arguably the most important information the client should focus on.
A Low-Cost Advisor Client Portal
The AdvisorVault Client Portal can be added to any advisor websites for a $1,000 development fee and an annual fee of $2600 for the Redtail, MoneyGuide Pro and TD Ameritrade Institutional widgets and client dashboard.
Add Content Marketing And Consumer Education
For another $1000 a year, you also get a marketing websites, complete with all our consumer education content, social media dashboard, and email newsletters for up to 2500 recipients using our seamless integration with Constant Contact, including automated weekly email newsletters and Constant Contact’s analytics.
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