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The real power of Roadmap is that it combines technology with a consultant. The combination helps advisors formulate plans and then ensures follow-up to help keep the plans on track. --George Tamer
Late last year, TD Ameritrade Institutional launched Roadmap, powered by ActiFi. This innovative online planning tool is designed to help advisors translate their business goals into well-defined, executable tasks. Roadmap, designed to be used by an advisory firm in conjunction with a TD Ameritrade Institutional Solutions consultant, allows the advisor to identify one of seven high-level goals (expertise, growth, profit, reduce risk, satisfaction, time or value) and then build a plan to address that goal...George Tamer, director of institutional sales at TD Ameritrade, says the real power of Roadmap is that it combines technology with a consultant. The combination helps advisors formulate plans and then ensures follow-up to help keep the plans on track.
-George Tamer, director of institutional sales at TD Ameritrade, in Tech Tools for a Tough Economy
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