I'm a small RIA considering either Pershing or Scottrade. Does anyone have any comments/feedback about either of these two RIA platforms regarding their service, technology, support, etc.
Thanks much
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RIA Platform Question
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Hi Larry,
I can tell you that Fund Manager will probably work smoother with Scottrade. We've had more customers on that platform, and have a close working relationship with Scottrade on their institutional (RIA) file formats.
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