Scottrade

Entreda’s Unify Software Offered to Financial Advisors using the Scottrade® Advisor Services Platform

Entreda today announced that it entered into a relationship with Scottrade® Advisor Services to make Entreda’s Unify cybersecurity policy enforcement software and services available to advisors using Scottrade Advisor Services as a custodian. Under the new agreement, the two companies will offer cybersecurity best practice webinars to advisors using Scottrade Advisor Services, who will now be eligible for discounted pricing on Entreda’s Unify software that automates cybersecurity and compliance with SEC/FINRA regulations.

Three-year-old Wealth Access has achieved notable financial relationships with several institutional investors, family offices and individuals, leading the fintech company to the milestones of raising more than $3 million in funding and ramping its team with experienced and proven company builders.

Previous investors are now joined by new ones including SixThirty, the Council & Enhanced Tennessee Fund created by Council Capital and Enhanced Capital Partners, and several family offices.

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.