TradePMR’s technology is exactly what RIA’s need because it was developed with the first-hand experiences of its CEO, Robb Baldwin. Robb, a successful RIA, realized after a difficult custodial merger, that what advisors needed was not only tomorrow’s technology today, but also a broker-dealer uniquely focused on providing extraordinary support and service to advisors.
Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIA’s. With that goal in mind, TradePMR delivered its first revolutionary workstation in 1998. Building on more than a decade of experience and utilizing the feedback of thousands of successful advisors, TradePMR has continued to transform its software, providing comprehensive technology solutions including basket trading, power trades and a full range of specialized tools, such as integrated Performance Reports.