5 Signs an Advisor
is Ready to Switch
or Add a Custodian

You feel like you’re just a number to your current custodian

When you call your custodian with questions or concerns, do you find a caring human being or are you directed to a stranger at a call center?

Here at TradePMR, we pride ourselves on providing what we believe is unparalleled service and support for RIAs. Your calls are never routed to a call center. Every one of your questions and concerns is handled by a member of our dedicated advisor services team.

You often feel frustrated by your custodian’s technology tools

Is your current custodian forcing you to use a cumbersome and outdated legacy system? Is their software difficult to use or understand?

Here at TradePMR, we’ve been developing innovative technology solutions for RIAs for over twenty years. We also partner with leading industry software providers such as RedTail and Money Guide Pro so you can customize your tech stack to suit your specific business needs.

You feel that you are in competition with your custodian

Does your custodian also have a retail channel? Are you concerned that if your clients contact your custodian directly, they’ll be solicited as retail customers?

At TradePMR, we’re different. We focus solely on offering support and solutions for Registered Investment Advisors, with no competing retail channel. You can rest at ease knowing that your clients’ assets, as well as your clients’ business, is in good hands.

Your sole custodian can no longer serve your diverse business needs

Has your business grown to the point where one custodian is no longer sufficient to meet the diverse needs of your clients?

At TradePMR, we understand that different clients have different needs and recognize the value in diversifying the number of firms in which your clients’ assets are held. By adding TradePMR to your existing custodian’s offerings, you can not only help mitigate the appearance of bias but also potentially provide your clients with a broader selection of investment opportunities.

Your custodian’s culture and values are not in alignment with yours

Do your custodian’s culture and values mirror your own?

At TradePMR, we seek to partner with advisors who believe and operate in accordance with the same values we do; honesty, fairness and integrity. We pride ourselves on our reputation for service, support and innovative technology for RIAs.

Our founder, Robb Baldwin, built TradePMR with the goal in mind to reduce conflicts of interest and produce better outcomes for his own practice. His In-the-trenches solution is now the solution of choice for hundreds of other advisors, and can be for you too.

If you’re thinking about making a switch, let’s have a conversation about how we can help.

1 Trade-PMR’s Fusion Platform was awarded Morningstar Innovation of the Year, December 18, 2013.

Securities offered through Trade-PMR, Inc., member FINRA/SIPC.  Custodial services offered through 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.   

First Clearing, Redtail, Advisory World and Money Guide Pro are not affiliates of Trade-PMR, Inc.