custodial platform

Scottrade® Advisor Services Launches New Technology to Power RIAs


Advisor feedback from the start leads to intuitive design, time-saving features

Scottrade® Advisor Services announced today its new custodial platform, which is set to dramatically reduce the time registered investment advisors (RIAs) spend online managing accounts so they can spend more time serving their clients.

SEI, Redtail Technology, ActiFi, and MoneyGuidePro Announce Innovative Advisor Workflow Partnership

Collaboration Marks the First Time Workflows From a CRM System Are Fully Integrated With a Financial Planning Tool and a Custodial Platform

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