New Features Include Simplified Application Process, Online Management of
Client Fees, Mutual Fund Database and Customizable Home Page
NEW YORK, May 8 /PRNewswire/ -- TD Waterhouse Institutional Services, a
division of TD Waterhouse Group, Inc. (NYSE: TWE; TSE), the global online
financial services firm, today unveiled several time saving enhancements to
Veo, its exclusive web-based platform for financial advisors.
Veo, which has always provided advisors with easy access to client
accounts and the ability to download data for their portfolio management
software via the Internet, now also offers a simplified application process,
online management and submission of client fees, a customizable homepage and
access to TD Waterhouse's database of over 10,000 mutual funds -- all online
at the click of a mouse.
"TD Waterhouse Institutional strives to make advisors' jobs easier by
providing them with all of 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,
specifically, the ability for them to access it from anywhere in the world
where there is an Internet connection. Now, Veo's new features provide
advisors with more time-saving technology."
Veo's new features include:
Simplified Application Process -- Veo's Online Forms Wizard allows
advisors to complete a client's account application and other forms directly
online. Once the client information is entered into Veo, all selected forms
such as account transfers or margin forms are automatically populated with the
information. The Wizard also prompts the advisor if any information is
missing from the form.
Online Submission of Management Fees -- Through Veo, advisors can now
submit their fees directly online for fast and accurate processing by TD
Waterhouse. Submitting fees online lets advisors receive payments quickly.
Customized Homepage -- Advisors have the ability to customize the Veo
Homepage to provide a snapshot of their client accounts whenever they login.
The "Your Business at a Glance" section displays information including Total
Assets Under Management, Total Equity of Accounts, Total Number of Accounts
and Average Account Size. Advisors can also quickly access information such
as Top 10 Holdings, 10 Largest Accounts, Completed Incoming Account Transfers,
and Checks Received.
Mutual Funds Database -- Veo now provides advisors with online access to
TD Waterhouse's database of more than 10,000 mutual funds.
These enhancements complement Veo's already comprehensive offering of
services for financial advisors including: access to account information such
as current holdings, history and balances by individual account or
consolidated accounts; the ability to place equity and mutual fund trades in
individual accounts, in blocks across all accounts or in blocks allocated to
select accounts; real-time quotes and news; and research from leading
providers such as Bear Stearns, Standard & Poor's and Epoch Capital Partners.
TD Waterhouse Group, Inc., (NYSE: TWE; TSE), provides investors and
financial advisors with a broad range of brokerage, mutual fund, banking and
other financial products on an integrated basis. Worldwide, TD Waterhouse
currently services 4.5 million customer accounts in the United States, Canada,
the United Kingdom, Australia, and Hong Kong. The firm also has joint
ventures in Japan, India and Luxembourg to serve investors in those countries.
TD Waterhouse can be found on the Internet and on Windows-powered Pocket PC's
at http://www.tdwaterhouse.com, on America Online at Keyword: TD Waterhouse,
and on web-ready phones at http://www.wtdw.com. In the U.S., brokerage
services provided by TD Waterhouse Investor Services, Inc. (Member NYSE/SIPC).
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SOURCE TD Waterhouse Group, Inc.
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Related links:
http://www.wtdw.com
http://www.tdwaterhouse.com
CONTACT:
Melissa Fox of TD Waterhouse Group, Inc.,
212-908-3101, MelissaFox@TDWaterhouse.com
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