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.
Take the first step toward professional freedom.
White Glove Service
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.
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
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
The custodial services provider earns nod for the rollout of Earnwise platform. The annual 2018 WealthManagement.com Industry Awards are just a few months away and we are excited to learn we have been chosen to be a finalists in the category of Custodian (Emerging –...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