TD Ameritrade is a brokerage firm based in Omaha, NE. The company provides services for individuals and institutions that are investing online. The company offers an electronic trading platform for the purchase and sale of financial securities including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments. It also provides margin lending, and cash management services.

The Challenge:

As a growing organization, TD Ameritrade was utilizing a large single Jira Software, Service Desk, and Confluence instance for tracking, managing, and documenting project tasks, information, and documentation. TD Ameritrade was looking to further optimize and consolidate their Atlassian Tool Suite, improve overall performance, and scale the implementation for use across multiple departments and branches of TDA.

The Solution:

Ascend Integrated, working with cPrime a large Atlassian Solutions Partner, to analyze their current implementation for their Atlassian Tool Suite, including their governance processes and procedures, technical specifications and configurations, and specific configurations and app recommendations for their tools.


TDA continues to utilize the recommendations and configurations made by Ascend Integrated in their Atlassian Tool instance. TDA’s Atlassian Tool Suite performance has increased by over 30% and continues to grow in use across the organization, spanning multiple departments and branches of TDA.