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Technology that streamlines
implementation and processing.
Today’s monitoring and reporting requirements are driven by ever-increasing complexity. Our next-generation compliance platform is designed to make you more effective and efficient in the face of escalating demands.
Roll over the yellow diamonds to learn more.
With Veo®, you’ll experience customized functionality as well as anywhere, anytime access and more:
- Access accounts with ease.
View consolidated or individual trade histories, real-time transactions, and monthly statements.
- Set up alerts to simplify monitoring.
Keep close track of activities, including new account notifications, transfers, trades, and more.
- Build custom data pulls.
Search or sort using criteria such as account number, ticker symbol, timeline, and more.
- Customize your download features.
Choose the location, select the files you need (including historical files), and schedule file downloads.
- Leverage our standard file sets.
Quickly access information, including account holder, positions, activity files, and security master files.
- Choose delivery options that fit your firm.
Select from single or bulk data. And choose how you prefer to review: online, from PGP-encrypted files downloaded to your SFTP server, or through files exported to third-party compliance software.
- Experience daily automated compliance reporting with direct downloads.
Begin each morning with the previous trading day’s activities in hand. Reduce the time you spend on manual statement review, and eliminate the task of comparing trades against lists.
- Take advantage of special tools for accounting or auditing firms.
Get information on positions, details on when transactions take place, and divestment alerts.