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TD Ameritrade Institutional and cleverDome Work to Increase Cybersecurity for RIAs

03-11-2019, 08:38   News   

The cleverDome solution is available today to advisors who custody assets with TD Ameritrade Institutional and use technology from vendors that are members of the cleverDome community. Currently, cleverDome can secure an advisor's client information being shared among three Veo One-integrated technology solutions: Redtail, Riskalyze and Orion. cleverDome is in discussions with many more financial technology providers and expects to add more companies over time. As more vendors are added, advisors will be able to "permission" new vendors who join cleverDome.