Get There with TradePMR

TradePMR provides the support, technology, and resources you need to help you reach new heights as an independent RIA.

A Seamless Transition with TradePMR

Seamless Transition

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.

White Glove Service

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.

Powerful Technology

Unleash our powerful, intuitive technology solutions specifically designed for independent RIAs, featuring cloud-based mobile solutions, dedicated training, and ongoing personal support.

Exclusively RIA

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.

Next-Generation Technology

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.

Going Independent

Industry Insights, News, and Resources for Independent RIAs

The TradePMR Story

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.

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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.