Get There with TradePMR
TradePMR provides the support, technology, and resources you need to help you reach new heights as an independent RIA.
Migrating your clients to a new custodian sounds like a big task (and it is), but at TradePMR, we streamline the process in an effort to minimize downtime and enable you to continue serving your clients.
Experience, what we believe, is unparalleled personal service every step of the way with TradePMR. Get the resources, training, and responsive support you need to operate efficiently and build 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.
Take the first step toward professional freedom.
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 everything 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 advisor workstation and new cloud-based mobile solution, EarnWise, enable you to manage virtually every aspect of your practice with comprehensive and intuitive workflows — anytime, anywhere.
In addition, the EarnWise mobile solution offers client-driven account opening and a responsive, easy-to-use client portal. Just as important, with TradePMR you receive dedicated technology training, onboarding assistance, and ongoing personal support.
Industry Insights, News, and Resources for Independent RIAs
Learn more about the reality of going independent, how to avoid common mistakes, and what you need to succeed as an RIA.read more
How an Easter basket filled with conference swag sparked Robb Baldwin’s entrepreneurial journey and led him to build a business focused first on relationships.read more
Starting your own firm can feel overwhelming, but it can also be incredibly rewarding. See what it takes to break away and achieve your goals as an independent advisor.read more
What are you waiting for?
Take the first step toward professional freedom. Get the support, resources, and technology you need to help you thrive as an independent RIA.