January 19, 2015
- Director, Technology Product Management, TD Ameritrade Institutional
As Director of Institutional Technology, my team and I are dedicated to staying on the leading-edge of advisor technology to help advisors run their businesses more efficiently and serve their clients more effectively.
It’s no secret the pace of change in financial advisor technology is accelerating. These changes create opportunities for investment advisors to improve the delivery of advice while also enhancing their own lives and those of their clients.
One thing that’s clear is that integration platforms are becoming the building blocks software developers use to integrate systems and add functionality to enhance the user experience. Open-access platforms that integrate technology from multiple sources have helped turn basic operating systems into springboards for innovation.