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.

A Seamless Transition with TradePMR

Seamless Transition

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.

White Glove Service

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.

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.

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.

Next-Generation Technology

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.

Going Independent

Industry Insights, News, and Resources for Independent RIAs

How can TradePMR help you transform your business?