For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs) helping to provide the innovative technology tools and support needed to transform their businesses.
At TradePMR, we streamline the transition process in an effort to minimize downtime and enable you to continue serving your clients. Our transition support offerings are fully customizable to fit the unique needs of your practice.
Experience, what we believe, is unparalleled personal service every step of the way with TradePMR. Get the resources, training and dedicated support you need to operate efficiently and transform your business.
Unleash our powerful, intuitive technology solutions specifically designed for independent RIAs, featuring cloud-based mobile solutions, dedicated training, and ongoing personal support.
All we do is support RIAs—without a competing retail division or bank. We focus exclusively on independent financial advisors, which means we can serve your business like it’s our own.
How can TradePMR help you transform your business?
White Glove Service
When you call us, there are no call centers or “unusually high call volumes.” Whether you’re a big firm or a small firm, our dedicated Advisor Services team picks up the phone and works diligently to answer your questions and deliver the resources you need to efficiently and profitably grow your business.
Our dedication to service begins with working to provide you a seamless transition at the outset and continues with ongoing support and education every step of your journey.
TradePMR’s Fusion advisor workstation enables you to manage virtually every aspect of your practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers. Of equal importance is TradePMR’s commitment to you that when you partner with us, you receive dedicated technology training, onboarding assistance and ongoing personal support.
Industry Insights, News, and Resources for Independent RIAs
Perhaps one of the greatest challenges facing financial advisors as they grow their practice is finding new clients. Part of that struggle may very well stem from a lack of client trust in the financial services industry and in financial advisors specifically. In...read more
Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them (Part 1 of a 2 Part Series on Women in the RIA Space) Cerulli Associates, a global research and consulting firm, reports that women represent nearly 51% of the U.S....read more
Learn more about the reality of going independent, how to avoid common mistakes, and what you need to succeed as an RIA.read more