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FinDEVr Preview: TD Ameritrade Institutional

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A lot of people are getting excited about the upcoming FinDEVr conference in San Francisco this September 30 through October 1. There are some big names presenting, including TD Ameritrade Institutional.

Along with a keynote presentation, TD Ameritrade will host six hands-on workshops. Here’s a preview of what it aims to show off to developers.


TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent Registered Investment Advisors and their clients. 

Its advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to grow their businesses more efficiently and effectively, while optimizing time spent with clients. 


TD Ameritrade Institutional provides a robust offering of products, programs, and services designed to help advisors build their businesses and help their clients reach their financial goals.

At FinDEVr, TD Ameritrade Institutional will give a keynote presentation on how financial advisors can leverage the power of community by collaborating with other, third party advisors.

The Power of Together = Better
Chris Valleley, Director, Technology Solutions 
Omaha-based Chris Valleley, director of Technology Solutions, is the motivating force behind the delivery of TD Ameritrade Institutional’s Veo® Open Access platform–a progressive and flexible financial advisor technology solution designed to help address each advisory firm’s unique needs, and integrates with the most leading financial services software applications.
Through his leadership, technology insight and operational expertise, Chris has strengthened the culture of collaboration and innovation within the advisor technology space. Since 1999, Chris successful led the Veo® Next Generation website launch, and held management roles in technology, operations and business analysis, and product management.

On the second day of the conference, TD Ameritrade Institutional will lead six workshops detailing how developers can take advantage of its platforms:

Workshop Session #1
Check Out What’s Under the Hood of TD Ameritrade’s Open Access Platform

Taher Saif, Senior Software Development Consultant, TD Ameritrade Institutional

WorkshopSession #2
Test Drive the Deep Integrations Between Salesforce CRM and TD Ameritrade’s Custodial Platform

Craig Uhlenkott, Product Manager, Technology Product Management, TD Ameritrade Institutional

WorkshopSession #3
Get a Behind-the-Scenes Look at the Redtail CRM and TD Ameritrade Custodial Platform Integration

Brian McLaughlin, CEO, Redtail Technologies

WorkshopSession #4
Innovations in Wealth Management Technology to Attract Next Generation Clients

Brad Matthews, CEO and Founder, Trizic, Inc.

WorkshopSession #5 (Scheduled to be held twice)
Capturing Market Opportunities With Wearable Technology

Chris Kurecka, Process Innovation Consultant, TD Ameritrade

If you missed last week’s feature on Yodlee, you can check it out here.