Innovative Software.
Morningstar Advisor Workstation TD AMERITRADE Edition is a Web-based solution for independent investment advisors utilizing the services of TD AMERITRADE Institutional, bringing together the best of our capabilities in investment research, client presentations and reports, portfolio management and diagnostics, and planning -- into one, front-office system designed to integrate with the Veo platform. 

We call it a workstation because it gives you the tools you need to conduct fundamental investment research, create sophisticated investment plans and presentations, and grow a business. Plus, TD AMERITRADE has arranged to make available 3 Solutions of this product each designed to meet the various needs of advisors.  Click here to find out more about each custom solution.

Timely Information.
Because it is Web-based, you’ll always be working with the most up-to-date information and data. Use it in the office, at home, or when traveling—wherever you can access the Internet.

Modular Structure.
The Enterprise Edition's functions are smartly organized within modules that reflect the way you do business: Research, Planning, Clients & Portfolios and Sales/Hypotheticals. This logical structure creates an efficient, convenient working platform.