Chaikin Analytics LLC has launched a new integration with Veo®, TD Ameritrade Institutional’s comprehensive trading and account management platform. This new integration allows wealth managers to access their TD Ameritrade Institutional client portfolios and holdings in Chaikin Analytics, increasing their ability to engage with clients and providing easy access to powerful and proven research to help maximize investment returns.
Key Features of the Integration
- Instantly generate client Portfolio Health Reports
- Find buy and sell ideas in a few clicks
- Spend less time preparing and more time with clients
- Detailed research reports on 5,000 stocks and 1,500 ETFs
- Optimize client returns by improving timing using buy and sell signals
TD Ameritrade, Inc. and Chaikin Analytics LLC are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Chaikin Analytics’ products or services.
TD Ameritrade is not responsible for information, opinions or services provided by Chaikin Analytics. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.