Seamless Transition
Whether you are a breakaway broker or an existing RIA, TradePMR combines our AI-powered Fusion SYNC technology with a dedicated transition team for a seamless migration that minimizes client impact.
TradePMR will bring together growing RIAs from across the nation for three days of learning, collaborating, and sharing best practices for success. This year’s SYNERGY conference is designed to help independent RIAs reach new heights in the areas of operations, services, and technology.
Whether you are a breakaway broker or an existing RIA, TradePMR combines our AI-powered Fusion SYNC technology with a dedicated transition team for a seamless migration that minimizes client impact.
Evolving from the experiences and feedback of successful advisors, TradePMR offers technology specifically designed for independent RIAs. Learn more about our award-winning2 custody platform, Fusion.
RIAs should never get the call center treatment. At TradePMR, RIAs get direct numbers to a staffer they know by name who can provide the resources, training, and support advisors need.
Without a retail division, we don't compete for your clients' assets or attention. Ever. We focus solely on serving independent financial advisors and helping them grow.
Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings designed to help you grow.
“#1 rated custodial platform in advisor satisfaction”
2024 T3/Inside Information Advisor Software Survey, Technology and Tools For Today2
“highest score among custodial platforms: 7.86/10”
Ezra Group’s WealthTech Integration Score5
“2019 excellence in customer service award”
Business Intelligence Group3
“20 people who will change wealth management”
CEO and Founder, Robb Baldwin1
CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230
Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606
TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)
Business Development
888‑579‑8640
JOIN OUR TEAM
Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
Copyright 2020-2024, Trade-PMR, Inc.
Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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