Trade-PMR Today Announced an Agreement to Integrate its Proprietary eCustody Advisor
Workstation with Advisor Exchange's TotalView
TradePMR's integration of Advisors Exchange's TotalView will give Registered Investment
Advisors the ability to monitor financial data from banks, insurance companies and
other brokerage firms via TradePMR's eCustody platform.
Gainesville, FL – January 28th, 2009 – Trade-PMR today announced an agreement to
integrate its proprietary eCustody Advisor Workstation with Advisor Exchange's TotalView,
the industry's premier account aggregation solution. As an industry leader in the
brokerage and custodial services to independent registered investment advisors (RIAs),
Trade-PMR works with more than 300 financial advisors nationwide. The integration
between TotalView and eCustody will provide those advisors with on-demand access
to a complete view of their clients' entire financial portfolio, including assets
held at competing brokerage firms. Advisors also will be able to move client data
seamlessly into a variety of business applications.
Trade-PMR Chief Executive Officer Robb Baldwin looks forward to the collaboration
with Advisor Exchange. "At TradePMR, we continually seek to expand existing technologies
and develop new and improved technologies our advisors require to take their practice
to the next level. Advisor Exchange is natural fit for us because of its dedication
to developing leading edge products and supporting advisors with unmatched customer
service," he said.
"We're proud to partner with Trade-PMR, said Advisor Exchange Director of Business
Development, John Luciano. "Trade-PMR has a rich tradition of providing their advisors
with the wide array of state-of-the-art-tools and comprehensive support they need
to manage clients' investments effectively and grow their business efficiently."
Added Luciano, "Especially in this market, which has many advisors focused on risk
management and rebalancing, this integration will provide the comprehensive, holistic
information necessary for Trade-PMR's advisors to make better investment decisions
for their clients and increase assets under management."
Trade-PMR and Advisor Exchange's team of technicians will begin integration work
immediately. It's expected full integration between the Advisor Exchange TotalView
solution and eCustody Advisor Workstation will be complete in the second quarter.
About TradePMR
TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville,
Florida. Since 1999, it has been a leading provider of Brokerage and Custody services
to Independent Registered Investment Advisors (RIAs) and their clients by providing
an integrated web-based workstation that enables RIAs to run their practices more
efficiently and effectively. TradePMR Brokerage and
Custody Services for Registered Investment Advisors
About Advisor Exchange
Headquartered in Glenview, Illinois, Advisor Exchange provides a dynamic account
aggregation technology designed to provide independent financial advisors with a
comprehensive view of their clients' total portfolio, including assets that are
held-away. In addition, Advisor Exchange's technology can "push" aggregated client
data into virtually any third-party application that an advisor uses to run their
business. Eliminating the time spent manually collecting and entering financial
account information, Advisor Exchange gives advisors and their staff more time to
cultivate client relationship and improve investment decisions.
For further information contact Fred Van Den Abbeel
Trade-PMR, Executive Vice-President/RIA 888-723-3767