Exclusively for Centaurus Representatives: TD Ameritrade Webinar Training
The Centaurus Wealth Management Department is pleased to announce that we have recently added TD Ameritrade as an Asset Based option on the CLASSIC Plus platform. Our upcoming webinar series will introduce Portfolio Rebalancing, and Infinita (A high net worth prospecting tool).
The relationship with TD Ameritrade brings more than just trading tools, it also brings great practice management and growth tools. To help educate you on the various services available, TD Ameritrade will be hosting training sessions exclusively for Centaurus representatives. Please mark your calendars and don’t miss out on this opportunity to learn how TD Ameritrade can enhance your practice and help you manage your client’s assets more effectively.
TD Ameritrade Portfolio Rebalancing Demo: Friday, August 20th, 11:00 am PDT
Portfolio Rebalancing is available to all advisors working with TD Ameritrade directly through the Veo platform. This tool streamlines the rebalancing process for advisors, at no additional cost. Use the rebalancing tool to:
– Rebalance at the individual account or household level
– Rebalance to model portfolios or asset class targets
– Create trade lists that import directly into VeoExpress for entry
– Analyze current and proposed portfolios using diagnostic features such as Monte Carlo simulations, efficient frontier charts and style/sector analyses
– Create, print and save customized client proposals
– Set tolerance bands, cash buffers and security restrictions
TD Ameritrade Infinata High Net Worth Insight Demo: Thursday, August 26th, 11:00 am PDT
Infinata High Net Worth Insight is an online database that provides you with the most comprehensive intelligence on high net worth individuals, foundations & endowments, plan sponsors, and retirement plans at no additional cost. Infinata High Net Worth Insight provides you with searchable data on:
– 2,500,000+ high net worth individuals
– 1,000,000+ retirement plans
– 125,000+ foundations & endowments
– and much more…
If you have any additional questions regarding TD Ameritrade and their upcoming webinars, please contact the Centaurus Wealth Management Department at (800) 880-4234.
If you are a Registered Investment Advisor or Investment Advisor Representative with another hybrid broker/dealer and are interested in Centaurus affiliation, please contact our Recruiting Department at (714) 456-1790 x203 or send an email to firstname.lastname@example.org. More comprehensive information regarding our broker/dealer is available at Centaurus’s main website and Recruiting website.