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RIA Platform Question

General questions about using Fund Manager that do not fit into any other forum.

Postby Larry » Wed Nov 30, 2011 12:50 pm

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
Larry
 
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Postby Mark » Wed Nov 30, 2011 1:10 pm

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.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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