United Planners Deploys Entreda Unify as the Cybersecurity Compliance Platform for All Their Financial Advisors

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Entreda developed its award-winning software to help financial services firms protect their infrastructure and assets per SEC, FINRA and NY-DFS guidelines.

Entreda has displayed a commitment to pioneer new concepts and we are excited about our plans to work with their firm to deliver their cybersecurity compliance platform to our financial advisors.

United Planners, a unique registered investment advisor and full-service independent broker/dealer, and Entreda, an innovator in cybersecurity compliance software, have entered into an agreement and announced that United Planners will offer Entreda’s Unify cybersecurity compliance platform to their field reps and home offices.

United Planners has been dedicating a significant amount of resources to address cybersecurity risks for its financial advisors and their businesses. “We have been on a mission to find a strategic partner that provides a cybersecurity compliance platform.” said Bridget Gaughan, Chief Information Security Officer of United Planners. “We seek partnerships that are passionate about making a difference in our industry with offerings that help us educate our financial advisors and their staff about cybersecurity risks as well as help to protect confidential client information. Entreda has displayed a commitment to this entrepreneurial spirit to pioneer new concepts and we are excited about our plans to work with their firm to deliver their cybersecurity compliance platform to our financial advisors.”

In addition to the continuous end-point protection that Unify provides for servers, computers and mobile devices that advisors use in their business, Entreda also offers phishing simulation, security awareness training and third-party vendor risk management as an additional layer of value.

Key features of the Entreda technology suite that will be a foundation aspect of United Planners’ offering are:

  • Phishing Simulation and Security Awareness Training: Entreda’s phishing platform provides real-world email simulations with engaging security awareness modules. Entreda also has the capability to provide phishing simulation and training per user behavior.
  • Third Party Vendor Risk Management: Access to Entreda’s inventory of third party vendors for an up to date and comprehensive due diligence report per regulatory guidelines.
  • Vulnerability Assessment and Penetration Test: Entreda’s team of security engineers identify and quantify vulnerabilities of a firm’s system. Followed by a four step Penetration Test that simulates the tactics employed by malicious hackers to further identify and document risks and provide recommendations to mitigate or eliminate risks.

“Our approach to designing an all-encompassing cybersecurity platform is to use dynamic, intuitive and user-friendly technology to make it easy for advisors to understand security best practices,” noted Sid Yenamandra, CEO and Co-founder of Entreda. “We are very pleased to work with leading firms like United Planners to educate users about security best practices and find ways to ensure new security policies are enforced.”

For additional information or to sign-up for the Unify platform, please visit

About United Planners

United Planners is a full-service independent broker/dealer and registered investment advisor that is uniquely structured as a limited partnership that provides ownership opportunities to its financial advisors. United Planners was established in 1987 and is a nationwide firm that provides independence and flexibility that is supported by a strong back-office. United Planners has strategic relationships with various open-architecture service providers solutions to efficiently manage and build their businesses, while adhering to high fiduciary standards. For additional information, visit United Planners’ website at http://www.joinunitedplanners.com. Member FINRA, SIPC. To request more information, contact Partner Development at 800.966.8737, option 3.

About Entreda

Entreda developed its award-winning software platform, Unify, to help financial services and healthcare firms protect client information and assets with the highest standards of security. Unify’s cybersecurity policy enforcement software analyzes and monitors the servers, computers and tablets firms use in their businesses in order to verify enforcement of security best practices. Includes compliance with a comprehensive checklist that conforms to regulatory guidelines, allowing firms to automate much of the effort necessary to achieve technology compliance. Entreda is a software company founded in 2011 with offices in San Mateo, California. For more information, visit https://www.entreda.com.


Entreda, Unify, and the Entreda logo are trademarks or registered trademarks of Entreda, Inc. in the United States and other countries. Entreda and other parties may also have trademark rights in other terms used herein. The URL for this release is located at https://www.entreda.com.

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