Scottrade Giving Affiliated RIAs A Discount On MoneyGuidePro

Thursday, February 23, 2012 12:51
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Scottrade Giving Affiliated RIAs A Discount On MoneyGuidePro

Tags: financial planning

To woo more advisory firms to its custody platform, Scottrade is offering what amounts to wholesale pricing on MoneyGuidePro software.

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Scottrade affiliates are now eligible for enterprise rates on the popular financial planning package -- a "substantial" discount for those who were previously paying retail price.

 

In return, MoneyGuidePro will be tightly integrated into the Scottrade custody platform, which seems to indicate that it is becoming the default planning software for the brokerage firm's roughly 1,000 RIA affiliates.

 

Since Scottrade touts this as the "first" such deal for MoneyGuidePro, other custodians may follow their lead.

 

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