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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Actifi

Technology trends for IBDs

Posted by RJ and Makay on Jan 26, 2012

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TechnologyThe Financial Services Institute’s (FSI) OneVoice conference recently hosted a panel on the top 10 technology trends that currently impact independent broker-dealers, and the trends that will likely affect them in the future.  Spenser Segal, CEO of ActiFi, moderated for panelists Suresh Kumar of Pershing and Ron DePoalo of Fidelity, in a discussion on the impact of technology.  Their commentary is included in the following list of trends.

TD Ameritrade to roll out automated workflows for its Veo Open Access platform

Posted by RJ and Makay on Dec 22, 2011

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TD AmeritradeTD Ameritrade has teamed up with technology consultant Actifi Inc. to build automated workflows for TD’s Veo Open Access platform.  The workflows will be built in tandem with the dozen third-party vendors currently in partnership with TD.  Many of these vendors already have some level of integration with the Veo platform, according to TD Ameritrade.