At TradePMR, our mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals.
Operate honestly, fairly, and with all due diligence and integrity.
Contribute to the success of advisors by supporting their business models and helping them serve their clients.
Improve existing technology and develop new technology to provide state-of-the-art products and services to advisors.
Exceed advisors’ expectations in a positive environment of service and growth with character, cooperation, and collaboration.
Continue to research, study, and expand our knowledge of the industry to ensure healthy growth and lasting relevance.
Embrace hard work as a significant distinction between being good and being great.
The TradePMR Story
A unique set of experiences has produced what we believe is a company of rare character and service ready to help advisors find their true independence.
Founded on First-hand Experience
TradePMR’s technology is designed to be exactly what RIAs need because it was developed with the first-hand experiences of its Founder and CEO, Robb Baldwin. Robb, a successful RIA, realized after a difficult custodial merger, that what advisors needed was not only tomorrow’s technology today, but also a broker-dealer uniquely focused on providing extraordinary support and service to advisors.
Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIA’s. With that goal in mind, TradePMR delivered its first RIA workstation in 1998.
Building on more than a decade of experience and utilizing the feedback of thousands of successful advisors, TradePMR has continued to transform its software, providing comprehensive technology solutions. In 2013, TradePMR released Fusion, a desktop advisor workstation, which gained the attention of industry experts: Joel Bruckenstein called Fusion: “…without a doubt the most impressive custodial interface I’ve ever seen.” Fusion was also awarded the “Innovation of the Year” award by Bill Winterberg in Morningstar Advisor Magazine, 2013.
TradePMR’s newest online platform, EarnWise, is designed to seamlessly integrate with today’s busy advisory firms, freeing operational staff and advisors to focus on clients. EarnWise’s online account opening and Robo solutions are another example of TradePMR continuing its efforts to deliver advisors a competitive advantage with its technology.
Technology consultant Joel Bruckenstein wrote this in the July 2017 edition of Financial Advisor magazine: “The TradePMR philosophy is to give advisors a seamless experience and single interface whether they are using a TradePMR app or a third party’s. EarnWise appears to include most of the next generation tools that advisors require to take their businesses to the next level, and when you add in the partner integrations, it really takes TradePMR’s technology offering to the next level.”
Dedication to Exceptional Service
In 2011, TradePMR chose First Clearing* as a provider for clearing services. First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business.
Today, thanks to TradePMR’s dedicated team members in Advisor Services, Trading, Cashiering, Accounts, and Technology, TradePMR feels like it is on the leading edge of providing brokerage and custodial services. True to its roots, TradePMR continues to focus on empowering advisors and their support staff with the tools they need to both effectively manage their business and provide exceptional support and service to their clients.
*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.