Outstanding Customer Service
Providing unmatched customer service is what separates us from the pack. At TradePMR, it's our mission is to provide the best, most comprehensive services to help you successfully manage and grow your business.
Superior Managment Software
With eCustody Advisor Workstation, there's no need for any additional software to manage your clients' accounts. Our online account information manager allows you to conveniently review accounts, place orders, pull reports, transfer funds, and analyze charts with just one application. And, our comprehensive intranet site gives you access to our extensive resources whether you're at home, in the office, or on the road.
Model Portfolios and Rebalancing
Build model portfolios and assign clients to them according to their risk tolerance. Rebalance your clients' portfolios as desired in one simple step. Automate the rebalancing process to change accounts for whole groups or individual clients. Exclude individual securities from any model to match client objectives and assist with tax planning. eCustody Advisor Workstation can help you do it all.
Separate Account Management
With an assortment of fee-based programs available, it's easy to create customized solutions. You can give your clients the choice of managing their own assets, letting you manage them, or leveraging an independent professional portfolio manager through our Separately Managed Account Program (SMA).
Performance Reporting
Our online reports allow you to view the performance of individual or consolidated accounts. Reports are formulated daily, using AIMR-compliant standards to ensure accuracy and are delivered to you in a format that is easy to understand. Client reports can be customized with your firm's logo and then printed for delivery by mail. They can also be downloaded in PDF format and sent via e-mail as an attachment.
Quotes and Research
Our online platform supplies you with real-time streaming quotes, live interactive charting with technical indicators, in-depth company data for all domestic equities, and a stock screener. You can configure your own portfolio trackers complete with scrolling news headlines.
Client Statements
The name, address, and phone number of your firm are prominently displayed on each of your client's statements. You can have confidence that your clients will appreciate the quality and “readability” of their statements.
Automated Fee Deduction
We offer advisors an online service for fee calculations and processing. Based upon the compensation percentage that you assign, our system will calculate your fees in each account. Our platform also allows the aggregation of fees between various accounts, enabling you to offer competitive pricing to your clients.
No Transaction Fee Mutual Funds
TradePMR's Mutual Fund List features more than 19,000 fund options, with over 10,000 being offered at (NTF). Most B & C shares are available to advisors, many at Net Asset Value, with no up-front load or load-waived to assist you in selecting the best fit for your clients.
Management Fee Deduction
The primary compensation for fee-only investment advisors is a direct fee debit out of their clients' accounts. TradePMR has developed an online fee calculating and processing service for advisors.
Account fees are withdrawn from the available money market or cash balance and deposited directly to the account of the advisor. Features include:
- Calculate fees on any date range
- Tiered fee calculations
- Prorating of fee calculations based on days
- Optional electronic notification to clients
Easy Online Access
Our secure Investor Access System gives your clients access to real-time account information and even allows them to trade online at your discretion. You can also place our Investor Access System on your own customized website, if you choose, for added assurance that you remain at the center of your client relationships. Clients can even access their Statements, Confirms, and 1099's online.
Quotes and Research
Your clients will enjoy live interactive charting with technical indicators, in-depth company data for all domestic equities, a stock screener, as well as quotes and news.
Performance Reporting
Reports are formulated daily, using AIMR-compliant standards to ensure accuracy, and are delivered to you in a format that is easy to understand. Client reports can be customized with your firm's logo and then printed for delivery by mail. They can also be downloaded in PDF format and sent via e-mail as an attachment.
Electronic Statements
TradePMR provides your clients with a comprehensive statement delivered either monthly or quarterly depending on account activity. Statements contain leading data including cost basis and debit card transactions. House holding of statements is available, creating an individually-mailed package to the client instead of separate envelopes. For those clients that wish to go paperless, electronic delivery of client statements is also available at no charge.