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WealthTech Winners Circle Podcast: TD Ameritrade Bringing the Latest in Innovation

TD Ameritrade's Jon Patullo goes in depth about the technological innovations the firm has implemented for its over 7,000 advisors.

 

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In this episode, David Armstrong Editor in Chief of WealthMangement.com, talks with Jon Patullo, from TD Ameritrade, who won a 2019 Wealth Management Industry Award for Chief Technology Officer of the Year (Custodians $25B and over). They go in-depth about the technological innovations that TD Ameritrade has implemented for its over 7,000 advisors utilizing 175 different integrations under the umbrella of their VEO One platform.

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Jon Patullo

In this episode, you will learn:

  • How did TD Ameritrade revolutionize tech for advisors
  • What are advisors looking from technology
  • What does the desktop of the future look like for advisors
  • How companies use AI today and where it is going
  • And more!

Tune in now and know that at TD Ameritrade, there are 175 technology teams bringing innovation to their advisors.

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