Featured Successes
TD Ameritrade
Services:
• Custom Application Development Services
• Enterprise Software Development
TD Ameritrade is an online trading, securities brokerage, and technology-based financial service. When tasked with creating multiple applications which enable TD Ameritrade to deliver those exceptional technology services to their clients, Éclat created the following outstanding custom applications:
• iRebal – An enterprise-level automated and configurable rule-based portfolio balancing tool, which can be scheduled and run on-demand. Built to help institutional IRA, RIA, and Advisory firms monitor and manage portfolios with less manual effort, it can perform analysis, propose trades, perform cash management, and provides summary reports configurable by TD Ameritrade Partners, on-demand.
• Retirement Services – TD Ameritrade’s small business application is used to set up and manage contributions and retirement planning services. Users can adjust their contributions, view real-time balances and statuses of portfolio investments, and run reporting features.
• Institutional Veo – A custom API and Open Access enables TD Ameritrade Advisors and external vendors a one-stop access point to perform all their daily activities and functions (CRM, portfolio management, etc.) across mobile and desktop applications.
Website: https://www.tdameritrade.com
Featured Successes
TD Ameritrade
Services:
• Custom Application Development Services
• Enterprise Software Development
TD Ameritrade is an online trading, securities brokerage, and technology-based financial service. When tasked with creating multiple applications which enable TD Ameritrade to deliver those exceptional technology services to their clients, Éclat created the following outstanding custom applications:
• iRebal – An enterprise-level automated and configurable rule-based portfolio balancing tool, which can be scheduled and run on-demand. Built to help institutional IRA, RIA, and Advisory firms monitor and manage portfolios with less manual effort, it can perform analysis, propose trades, perform cash management, and provides summary reports configurable by TD Ameritrade Partners, on-demand.
• Retirement Services – TD Ameritrade’s small business application is used to set up and manage contributions and retirement planning services. Users can adjust their contributions, view real-time balances and statuses of portfolio investments, and run reporting features.
• Institutional Veo – A custom API and Open Access enables TD Ameritrade Advisors and external vendors a one-stop access point to perform all their daily activities and functions (CRM, portfolio management, etc.) across mobile and desktop applications.
Website: https://www.tdameritrade.com