10/31/2023 0 Comments Scottrade trading platform![]() ![]() The home page shown below is a three-column view. You select your layout template, then select and position your widgets on the template and name and save your home page. ![]() On the usability front, the home screen consists of a number of widgets sitting atop a layout template. ![]() The major areas of concentration for this first release are trading and the user experience, he says and it shows. After a period of beta testing with about 50 advisors, it is now being rolled out to a larger audience.Īccording to Brian Davis, senior vice president and head of Scottrade Advisor Services, this release is only the first step and Scottrade will be adding new features on a regular basis. Scottrade is now addressing such issues with the release of a totally new advisor platform. Scottrade also entered a similar enterprise arrangement with MoneyGuidePro, an industry-leading financial planning package. For instance, it reached an enterprise deal with Redtail Technology that makes a suite of Redtail products (CRM, document imaging and email archiving) available to Scottrade advisors at an attractive discount. In the last year, Scottrade has taken several steps to address its technology deficiencies. In last years Financial Planning Tech Survey, for example, Scottrade was the only custodian among the top eight (as measured by the number of advisors on the platform) that had fewer than 20% of advisors very satisfied with its technology offering. With more than 1,250 advisors now on its platform, Scottrade Advisor Services ranks fifth in terms of the number of independent RIAs it serves, behind Schwab, TD Ameritrade, Fidelity and Trade PMR.Īlthough Scottrade Advisor Services generally gets good marks from advisors on price and service, it has trailed in advisors satisfaction with its technology offerings. ![]() Since then, Scottrade Advisor Services has been particularly successful in attracting smaller, state-registered RIA firms. In 2005, Scottrade launched its Scottrade Advisor Services division, aiming to become a low-cost provider of custodial services and institutional trading to RIAs. ![]()
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