ORLANDO, Fla., Feb. 22 /PRNewswire-FirstCall/ -- TD Waterhouse
Institutional Services today unveiled VeoExpress, a downloadable application
(applet) that allows advisors to combine the online functionality of Veo, the
firm's proprietary Internet-based account management and trading platform,
with the power of their desktop for more intensive data processing. The
applet was unveiled to advisors at Partnership 2002, TD Waterhouse's annual
financial advisor conference, which is being held in Orlando, Florida.
Veo, which was launched in 1999, enables the more than 2,000 financial
advisors in TD Waterhouse's network to efficiently manage their client
accounts through quick and easy access to account information, individual and
block trading and many other time-saving features -- with the click of a
mouse, from any Internet connection.
Now advisors can also leverage VeoExpress, which provides access to
additional features such as:
-- Individual account information all on one page;
-- The ability to upload trade lists and management fees from portfolio
management systems or generic file formats such as Excel;
-- Right click functionality that gives advisors access to pertinent
information, such as trading, quotes, the ability to list all accounts
holding a specific security, and more;
-- The ability to export data to compatible software programs in one
click;
-- The ability to store information on your desktop, eliminating the need
to access information multiple times via the Internet;
-- And much more.
"We strive to make advisors' jobs easier by providing them with all the
tools necessary to manage their clients' portfolios efficiently," said
J. Thomas Bradley, Jr., President, TD Waterhouse Institutional Services. "Veo
has always provided advisors with flexibility and now, VeoExpress provides
advisors with even more time-saving technology."
TD Waterhouse Institutional Services provides comprehensive financial
services to over 2,000 independent financial advisors, whose clients
collectively account for approximately 16% of TD Waterhouse's U.S. customer
assets. TD Waterhouse Institutional has serviced advisors for 10 years. We
provide advisors and their clients with world-class service, cutting-edge
technology and a comprehensive offering of products and services, all at a
competitive price. TD Waterhouse Institutional is a division of TD Waterhouse
Investor Services, Inc. (Member NYSE/SIPC), a subsidiary of TD Waterhouse
Group, Inc.
TD Waterhouse Group, Inc. provides investors and financial advisors with a
broad range of brokerage, mutual fund, banking and other consumer financial
products on an integrated basis. Worldwide, TD Waterhouse currently services
3.3 million active customer accounts in the United States, Canada, the United
Kingdom, and Australia. The firm also has joint ventures in Japan,
Luxembourg, Hong Kong and India to serve investors in those countries. TD
Waterhouse can be found on the Internet at http://www.tdwaterhouse.com and on America
Online at Keyword: TD Waterhouse. TD Waterhouse is a wholly owned subsidiary
of TD Bank (NYSE: TD; TSE) and part of TD Bank Financial Group. Headquartered
in Toronto, Canada, with offices around the world, TD Bank Financial Group
offers a full range of financial products and services to approximately
13 million customers worldwide.
SOURCE TD Waterhouse Group, Inc.
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Related links:
http://www.tdwaterhouse.com
CONTACT:
Melissa Fox of TD Waterhouse Group, Inc.,
+1-212-908-3101, MelissaFox@TDWaterhouse.com
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