The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple Music, Spotify and YouTube.
- Why TradePMR
- Knowledge Bank
Joe Duran on Navigating the RIA Industry’s Third Phase
By TradePMR on Jul 12, 2024 12:14:31 PM
SYNERGY24: Lessons in Entrepreneurship, Sourced from Decades of Success
By TradePMR on Jul 1, 2024 1:26:04 PM
MarketCounsel President and CEO Brian Hamburger and TradePMR Chief Legal Officer Charles "Chaz" Reiling discussed some of the most pressing topics for today’s wealth professionals during the SYNERGY24 conference in Las Vegas.
When advisors make the leap to independence, they face a world of possibilities and challenges.
Tell A Better Story, Win a Better Client: How Marketing Can Help Grow Your Business
By TradePMR on Jun 27, 2024 8:12:29 AM
Advisors are reluctant to lean into marketing, even though they’re often natural storytellers. At SYNERGY24, a panel discussed how RIAs can improve their marketing plans in their effort to build sustainable organic growth.
Advisors know that their clients’ success includes a purposeful plan and intentional actions. Ironically, it can be a challenge to take those same lessons and apply them within an advisor’s own practice — especially when it comes to marketing.
Smartria and TradePMR join forces to support RIA firm growth
By TradePMR on Jun 20, 2024 4:24:24 PM
New integration delivers custodial data from TradePMR’s platform into Smartria’s compliance technology.
In conjunction with TradePMR’s Synergy 2024 conference in Las Vegas, Smartria and TradePMR announced that the companies have integrated their platforms and deliver TradePMR custodial data into Smartria’s compliance software.
SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth
By TradePMR on Jun 12, 2024 1:33:07 PM
A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track.
Registered investment advisors who are treading water may actually be treading on thin ice, according to some of the industry’s most successful entrepreneurs.
SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams
By TradePMR on Jun 7, 2024 1:00:40 PM
TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs.
Personalization, service excellence, and the client experience are three areas TradePMR is focusing on to help power growth for registered investment advisors.
Reigniting the Entrepreneurial Spirit: Transforming RIAs into Industry Rainmakers
By Robb Baldwin on May 31, 2024 3:40:26 PM
At SYNERGY24, TradePMR CEO Robb Baldwin delivered a keynote address explaining that advisors aren’t born to be rainmakers, they must earn it.
Editor’s note: This is an edited excerpt of the keynote address TradePMR CEO Robb Baldwin delivered at the SYNERGY24 conference in Las Vegas. This article originally ran in the latest edition of AdvisorEngine’s Action! Magazine.1
Since I first became an independent financial advisor, I’ve believed that it's not just the best business model in wealth management but a movement driven by the entrepreneurial spirit.
TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference
By TradePMR on May 16, 2024 10:30:36 AM
Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors.
GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today released further details of its annual SYNERGY conference, which kicks off next week in Las Vegas from May 21 through May 24. Celebrating its 25th anniversary, TradePMR will bring together growing RIAs from across the nation for three days of learning, collaborating, and sharing best practices for success. With the theme “Limitless,” this year’s SYNERGY conference is designed to help independent RIAs reach new heights in the areas of operations, services, and technology.
TradePMR Adds Industry Veteran Jon Patullo to Leadership Team
By TradePMR on May 14, 2024 10:20:59 AM
Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors.
GAINESVILLE and TAMPA, Fla. – May 14, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the appointment of Jon Patullo as Chief Product Officer. Patullo brings to the TradePMR team a unique combination of custody platform experience and deep knowledge of technology and integration solutions within the independent advisor ecosystem. His background includes executive and leadership roles at Apex Clearing, Charles Schwab & Co. and TD Ameritrade. Patullo joins the leadership team at TradePMR as the firm celebrates its 25th year as a custody solutions provider dedicated to independent advisors.
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
By TradePMR on May 10, 2024 3:41:48 PM
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is working hard to blend product, operations, and client service together, and why SYNERGY24, which will run from May 21 through May 24, we expect to be slated among the year’s top industry events.
"It's Personal for Us": SYNERGY24 Q&A With TradePMR CLO Chaz Reiling
By TradePMR on Apr 26, 2024 3:32:09 PM
Every year, the TradePMR Synergy Conference is one of our biggest, most anticipated events. To share a little more about what attendees can expect at this year’s event, taking place May 21-24 in Las Vegas, we sat down with TradePMR’s Chief Legal Officer, Charles “Chaz” Reiling. Here’s what we had to say.
What to Expect at SYNERGY24: Limitless in Las Vegas
By TradePMR on Apr 25, 2024 1:22:50 PM
How SYNERGY24 can help your operations, services, and technology reach new heights.
TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to invigorate firm growth, and learn how TradePMR is evolving its offering to meet advisor needs.1
Responsible Innovation: Developing Technology With Positive Purpose
By TradePMR on Apr 16, 2024 3:34:49 PM
In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion.
The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest wealth management application, rethinking a business model, or weighing an acquisition, technological and practical innovation means considering both potential advantages and disadvantages. The implications for a misstep along the path of progress can be outsized, but in a world of constant motion, staying the same is rarely tenable.
Six Surprising Studies Revealing The Power Of Personalization
By TradePMR on Apr 3, 2024 10:47:34 AM
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors.
What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone special, adding a pithy combination of letters and numbers to a vehicle, or offering bespoke advice, they all showcase the power and promise of personalization.
Trade Settlement Is Getting Faster. Here’s What You Need To Know.
By TradePMR on Mar 22, 2024 12:07:01 PM
As most financial advisors are likely aware, there is a difference between the date when you trade a security and the date the transaction settles.
Why TradePMR Believes In Building Relationships Over Making Transactions
By TradePMR on Mar 18, 2024 3:54:30 PM
There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships.
Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services sold range from financial plans and investment management to insurance and trusts.
What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian
By Rob Dilbone, Managing Director at TradePMR on Mar 13, 2024 3:30:00 PM
By Rob Dilbone Managing Director at TradePMR
10 Points to Evaluate in Your Next Provider.
How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine
By TradePMR on Mar 8, 2024 3:13:07 PM
Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it.
In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that suggests many RIAs are no longer growing organically.
Human Connections Are Primed to Flourish, Even in Our AI World
By TradePMR on Mar 4, 2024 2:34:45 PM
AI is already impacting your business. Here’s why you shouldn’t be ignoring it.
Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral Science, Liz Strait, discuss the future of wealth management.
The exclusive live webinar will be held on March 14 at 2pm ET. Sign up today.
What’s in a Name? Why Language Matters at TradePMR
By TradePMR on Feb 14, 2024 12:17:13 PM
We're particular about the words we use. Here's why.
Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new meanings that are immensely dependent on context. Meanwhile, debates continue to swirl on whether products and services are “bought” or “sold.”
TradePMR Named One of the Best Companies to Work for in Gainesville and Florida
By TradePMR on Feb 13, 2024 11:29:20 AM
The RIA technology and custodial services provider ranked 10th among midsized companies in Florida.
GAINESVILLE and TAMPA, Fla. – February 07, 2024 – TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), ranked ninth in the Greater Gainesville Best Places to Work survey, featured in the December 2023 issue of the Guide to Greater Gainesville Monthly.1 The honor comes on the heels of TradePMR being named one of the Best Companies To Work For in Florida for the second consecutive year.2 Florida Trend magazine ranked TradePMR 10th among midsized companies in July3 after ranking the company 13th in the same category in 2022.
TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference
By TradePMR on Jan 30, 2024 2:29:13 PM
Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management.
At TradePMR, we’ve never been shy about setting high expectations and the right tone. In light of that, TradePMR Founder and CEO Robb Baldwin commemorated the unofficial start of the 2024 conference season with an invite-only M&A Symposium during the first day of the Technology Tools for Today (T3) conference. Joining Baldwin was Joe Duran, CEO of Rise Growth Partners and founder of United Capital, and Dan Kreuter, CEO of Gladstone Group.
TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey
By TradePMR on Jan 24, 2024 5:14:17 PM
The Fusion platform’s online portfolio management tool also received top ranking for advisor satisfaction.
GAINESVILLE and TAMPA, Fla. – January 24, 2024 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor satisfaction rating from 2,917 financial advisors for its Fusion platform in both the Custodial Platforms and Online Portfolio Management categories. These rankings were highlighted in the 2024 T3/Inside Information Survey1, an annual survey distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres that was released Tuesday at the T3 Technology Conference in Las Vegas. The survey results were based on anonymous feedback collected from November and December, 2023.
TradePMR to Host Seventh Annual Oktoberfest on Thursday, October 12
By TradePMR on Oct 3, 2023 8:45:00 AM
Ken Block and Drew Copeland of Sister Hazel will perform at the fundraiser which benefits the band’s non-profit pediatric cancer charity, Lyrics for Life.
GAINESVILLE, Fla. – October 3, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, will host its seventh annual Oktoberfest fundraiser on Thursday, October 12, 2023, from 5:30 – 7:30 p.m. ET at TradePMR headquarters, 2511 NW 41st St in Gainesville, Fla. The event will feature craft beer selections from Gainesville’s own Blackadder Brewing as well as wine from Dorn’s Liquor and Wine Warehouse. Oktoberfest will also host Cilantro Tacos and B’z Gelati food trucks for dinner and dessert. Ken Block and Drew Copeland from Sister Hazel will perform. A l proceeds from Oktoberfest benefits the band’s non-profit foundation, Lyrics for Life.
TradePMR Announces Fall RIA Conference Lineup
By TradePMR on Sep 19, 2023 3:00:15 PM
TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space.
GAINESVILLE and TAMPA, Fla. – September 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced the conferences that it will be hitting the road in support of the wealth management and fintech industry during the second half of 2023. The firm is attending conferences to meet with growth-minded advisors in person about the trends impacting their businesses including new RIA software and evolving RIA custodial platforms.
Starting an RIA? Time to Let the World Know
By TradePMR on Aug 17, 2023 8:50:28 AM
4 Steps to Begin Building Your Brand.
Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing
By TradePMR on Aug 3, 2023 9:25:46 AM
Putting your clients in the best position to succeed.
In 2019, the SEC released the Regulation Best Interest rule1.
TradePMR Launches Advisor Evolution Sciences for Financial Advisors
By TradePMR on Jun 2, 2023 8:30:00 AM
The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR.
GAINESVILLE and TAMPA, Fla. – June 2, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today a new kind of service offering: Advisor Evolution Sciences (AES). AES is a curated offering designed to help RIAs continually evolve their businesses to capitalize on shifting industry trends and meet expanding client expectations. The launch of AES was announced at TradePMR’s annual SYNERGY conference taking place this week in Tampa, Fla.
TradePMR Releases Reimagined Fusion Technology Platform
By TradePMR on Jun 1, 2023 2:23:33 PM
This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system.
GAINESVILLE and TAMPA, Fla. – June 1, 2023- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today at its annual SYNERGY conference that it has launched a new version of its Fusion technology platform. With this launch, Registered Investment Advisers (RIAs) working with TradePMR can now access the provider’s top-rated technology1 from desktop, tablet, and mobile devices. The reimagined platform delivers a completely refreshed user experience as well as expanded trading capabilities and a secure Message Center.
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
By TradePMR on May 18, 2023 8:30:00 AM
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.
Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced details for its annual SYNERGY conference, which kicks off in Tampa, Fla., May 31-June 2. The conference marks the first time the company has hosted its annual gathering of RIAs in the Tampa Bay area since expanding its offices outside Gainesville, Fla., in 2020. The SYNERGY23 theme “Accelerate” focuses on insights, services, and solutions designed to propel RIA operations and growth.
Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)
By TradePMR on May 16, 2023 8:55:01 AM
The integration offers advisors single sign-on capabilities,
data feed connectivity, as well as a FIX trading connection.
Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced today an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is intended to streamline workflows for registered investment advisers (RIAs) working with TradePMR and Advyzon.
Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23
By TradePMR on May 11, 2023 9:43:15 AM
Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities.
SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can potentially facilitate firm growth, and to learn how TradePMR is evolving its offering to meet advisor needs.
Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
By TradePMR on Apr 11, 2023 8:36:53 AM
Four Crucial Pillars for Your Cyber Program
TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling
By TradePMR on Apr 6, 2023 9:00:12 AM
The attorney and former CEO brings 25 years of
leadership in financial services to TradePMR.
GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today that it has added Charles Reiling as Chief Risk Officer. For more than two decades, Reiling has helped lead financial services organizations across the country. Reiling is admitted to the bar in Maryland and will leverage his financial services and legal expertise to support TradePMR and the RIAs it serves.
TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper
By TradePMR on Apr 4, 2023 8:23:14 AM
The new report also decodes proposed cybersecurity regulations financial advisors must comply with to better protect firm, clients.
GAINESVILLE and TAMPA, Fla. – April 4, 2023 – TradePMR has published a new white paper for Registered Investment Advisers (RIAs) which addresses a critical issue facing the industry: cybersecurity. The report titled, “Understanding Cybersecurity and Mitigating Risk,” discusses the history of cybersecurity regulations, components of an effective RIA cybersecurity program, and the potential impact proposed legislative changes could have on a firm’s cybersecurity responsibilities. The paper was written by industry veterans Joel Bruckenstein, president of Technology Tools for Today, John O'Connell, founder of The Oasis Group, and Brian Edelman, founder and CEO of FCI.
Evaluating Service Without Being Served – Transition Support to Business as Usual
By TradePMR on Mar 21, 2023 8:49:19 AM
How registered investment advisers can help ensure their next RIA custodian offers the support they need to meet their goals.
Advisors considering a change in RIA custodians face a difficult challenge, but not an insurmountable one.
TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform
By TradePMR on Mar 15, 2023 9:03:23 AM
The relationship is intended to provide RIAs with easier access to CircleBlack’s CRM integrations, white labeled client portal and mobile app, performance reporting, and more.
Jersey City, NJ and Gainesville, Fla., March 15, 2023 - CircleBlack, an all-in-one platform for relationship-focused advisors, and TradePMR, a technology and custodial services provider, announced today a new integration. The relationship is designed to enable RIAs working with TradePMR to leverage CircleBlack’s core capabilities including performance reporting, trading and rebalancing, billing, and document vault, along with integrations in place with the leading wealthtech vendors across CRM, planning, risk analysis, and more.
TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel
By TradePMR on Mar 13, 2023 3:25:24 PM
Coppel joins the TradePMR team as Vice President of Practice Management.
GAINESVILLE and TAMPA, Fla. – March 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, announced today that it has added Bill Coppel as Vice President of Practice Management. For more than 30 years, Bill has led strategy, business development, marketing, sales management, and professional development in the wealth management and clearing/custody industries. In this new role, Coppel will be charged with expanding TradePMR’s practice management and advisor growth resources.
Finding the Right Technology to Retain Talent
By TradePMR on Mar 8, 2023 5:06:33 PM
How RIAs can build a tech stack designed to support their team and their culture.
For RIAs, finding the right technology can be critical. Technology doesn’t just save advisors time; it can transform their practice and provide the infrastructure they need to meet their short- and long-term goals.
5 Tips to Develop a Personalized RIA Custodian RFP
By TradePMR on Feb 28, 2023 3:18:30 PM
And 8 crucial components to consider in building out an RFP timeline.
Regardless of if a firm has $100 million or $10 billion in AUM, every RIA will likely consider a change in custodians at some point. If your firm’s custodian has been acquired, that change will come soon - either on your provider’s timeline or on your own terms.
Continuity and Succession Planning – Ensuring Long-Term Client Success
By TradePMR on Feb 21, 2023 2:43:54 PM
Secure a future for your RIA and your clients.
Owning and operating a registered investment advisor (RIA) firm is a dream come true for many advisors. With the independence model, advisors can run their businesses the way they want, from client service to growth plans to RIA technology choices.
TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution
By TradePMR on Feb 17, 2023 4:09:50 PM
Delivering the tools that RIAs need to serve their clients and grow their businesses.
With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever before. Clients expect their advisors to provide more than investment management - they’re looking for a guide that can support every aspect of their financial lives with complexity and clarity.
Read the Fine Print: Three Key Components to Your RIA Custodian Agreement
By TradePMR on Feb 10, 2023 10:36:43 AM
Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business.
Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other advisors, take technology demos, to name a few.
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
By TradePMR on Feb 7, 2023 5:04:08 PM
Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated practice management and tailored consulting services to advisors on the TradePMR Fusion platform.
Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing
By TradePMR on Feb 7, 2023 11:38:38 AM
Two downloadable guides to help advisors find their next provider.
While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
TradePMR’s Approach: Flexible Technology Meets Flexible Service
By TradePMR on Feb 3, 2023 8:53:42 AM
How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support.
RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and service.
10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist
By TradePMR on Jan 23, 2023 1:51:39 PM
Could an RFP help your firm find the best-fit provider for your unique team?
Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA custodian merger.
TradePMR's Integration Network - Streamlining Your RIA Firm Operations
By TradePMR on Jan 20, 2023 11:35:17 AM
RIA technology flexibility to fit how you run your business.
According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. The question becomes: what’s the right fit for your business?
New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023
By TradePMR on Jan 17, 2023 10:57:00 AM
2023 is here, and so are New Year’s resolutions.
2023 Resolution: Get the Best Value from Your RIA Custodian
By TradePMR on Jan 12, 2023 3:29:45 PM
Tips to find the best-fit RIA custodian in the new year.
Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
By TradePMR on Jan 10, 2023 9:50:50 AM
A tailored approach to RIA custodian transitions could save your firm future headaches.
Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship and can determine how fast (or slow) you can close a new client.
An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?
By TradePMR on Dec 28, 2022 10:07:26 AM
How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023.
Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is far from the first RIA custodian merger.
2023 Could Be a Big Year for RIAs – Are You Prepared?
By TradePMR on Dec 21, 2022 9:03:17 AM
Make sure your firm has the right RIA custodian technology and service in the new year.
Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to navigate.
Switching RIA Custodians? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality
By TradePMR on Dec 12, 2022 12:27:36 PM
Get the Custodial Assessment Guide to Help Streamline Your Search.
Evaluating prospective RIA custodians can be tricky. Whether an RIA is approaching a custodian merger, or is otherwise considering a change in providers, there are a ton of points to evaluate before signing on.
Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition
By TradePMR on Dec 2, 2022 10:01:06 AM
Service considerations ahead of your RIA custodian merger.
Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Do You Own Your Client Data? You May Be Surprised by the Answer.
By TradePMR on Nov 29, 2022 12:14:51 PM
Not All RIA Custodians Approach Data the Same Way.
Do you own your client data? This can be a loaded question for many RIAs.
A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian
By TradePMR on Nov 25, 2022 10:23:22 AM
How to evaluate if a provider can fully support your business
Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks
By TradePMR on Nov 22, 2022 12:24:46 PM
Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline.
In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.
RIA Custodian Culture – Finding a Provider that’s Invested in Your Success
By TradePMR on Nov 18, 2022 8:55:31 AM
Does your RIA custodian share your goals?
If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate updates on the move to clients, and learn an entirely new service and technology ecosystem.
Not All RIA Custodian Transitions are Created Equal
By TradePMR on Nov 17, 2022 1:53:57 PM
Custodian Merging? Was your firm bought out? Compliance Concerns?
There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short timeframe.
Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs
By TradePMR on Nov 14, 2022 12:15:30 PM
The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process.
Eagan, MN and Gainesville, FL. November 9, 2022. Panoramix, an innovative advisor technology platform, and TradePMR, a technology and custodial services provider, announced today a new technology integration intended to streamline and automate many of the processes for performance reporting and billing workflows RIAs are managing in their advisory businesses.
Switching RIA Custodians? Consider Creating an RFP
By TradePMR on Nov 4, 2022 3:43:11 PM
RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
7 Questions for Your Team as You Build a RIA Custodian RFP
By TradePMR on Nov 1, 2022 12:58:53 PM
Check all the important boxes before signing on with your next provider.
Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next provider is the right fit for the business in the long-term.
Why TradePMR Doesn't Have a Tiered Approach to Service
By TradePMR on Oct 29, 2022 1:30:00 PM
One thing we've learned from nearly 25 years of serving RIAs is that size does not determine the complexity of a firm's needs. Each RIA is unique and faces its own set of challenges and opportunities.
Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?
By TradePMR on Oct 27, 2022 12:24:28 PM
Don’t settle for flashy marketing – secure the best custodial pricing for your clients.
Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. Developing technologies and services that entice advisors as well as retail customers is a tall order, and offerings that benefit to one group may not always make sense for the other.
Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition
By TradePMR on Oct 21, 2022 8:41:48 AM
Avoid some common mistakes ahead of your big move.
You have made the decision to switch custodians or possibly add a new one to the roster. Now what?
Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth
By TradePMR on Oct 18, 2022 9:39:51 AM
How TradePMR enables RIAs to work how they want.
Every RIA is unique with different structures, challenges, and opportunities. As these firms grow, those structures, challenges, and opportunities become increasingly complex.
Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm
By TradePMR on Oct 14, 2022 7:40:17 AM
TradePMR’s approach to RIA custodial services.
Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.
The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger
By TradePMR on Oct 11, 2022 2:25:00 PM
Rule #1: Don’t let M&A derail your business.
With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.
Every Tech Provider’s Strongest Asset: The Product Roadmap
By TradePMR on Oct 3, 2022 11:00:00 AM
Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback
Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing applications. Technology development is growing exponentially and is becoming increasingly complex every year.
8 Pricing Questions to Ask Your Prospective RIA Custodians
By TradePMR on Oct 1, 2022 11:45:00 AM
Updated April 11, 2024
Before you sign on the dotted line, know what you’re paying for and don’t be afraid to negotiate.
When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, overwhelming vendor lists, and confusing rate sheets.
TradePMR’s Communication Approach – Accessible, Attentive, and Accountable
By TradePMR on Sep 29, 2022 12:30:00 PM
Poor communication from a RIA custodian could hurt your firm.
When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for help?
Multi-Custodial? Let’s Fit How You Run Your Business
By TradePMR on Sep 27, 2022 1:34:15 PM
Find the right providers to support your unique RIA
According to data from the SEC, about 30% of RIAs with between $100 million and $250 million in client assets use multiple custodians. That number jumps to 72% for firms with over $5 billion in assets. The data across the board shows that as firms increase in size, they tend to leverage more than one RIA custodian.1
Service at TradePMR: Delivering Strong Support from Day 1
By TradePMR on Sep 26, 2022 8:36:08 AM
How TradePMR delivers white-glove service every step of the way.
Service can make or break an advisor’s relationship with their RIA custodian.
RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel
By TradePMR on Sep 16, 2022 9:38:16 AM
Is your RIA custodian completely focused on your needs?
Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.
How to Make the Most of Your RIA Custodian RFP
By TradePMR on Sep 14, 2022 12:46:29 PM
Answer all your burning questions before you sign on with your next provider.
Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing firm. The big challenge: finding the right provider to fit a RIA’s unique needs.
Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data
By TradePMR on Sep 12, 2022 4:37:02 PM
Does your RIA have the tools and information you need to succeed?
RIA custodians are more than technology and service providers – they are stewards of data.
Experience Meets Training – Financial Advisor Support Beyond the Call Center
By TradePMR on Sep 10, 2022 12:00:00 PM
How TradePMR has built a team of RIA service specialists
Waiting on hold can be incredibly frustrating – and quite frankly, it can feel like a waste of time. The only thing that makes the experience worse is when an advisor takes the time to wait it out only to connect with someone who doesn’t understand their problem and can’t help them find a solution.
3 Strategies to Take Control of Your RIA Custodian Transition
By TradePMR on Sep 8, 2022 2:00:01 PM
Make a move with confidence and secure the future of your business.
Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve the opportunities for their firm, their team, and their clients.
How to Find the Right RIA Service and Support During a Volatile Market
By TradePMR on Sep 6, 2022 9:21:47 AM
Don’t get caught with sub-par service when you need it most.
With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, volatility is simply part of the business. In fact, many advisors see market volatility as an opportunity to show value to clients. To be there when they need support the most – staying in front of them and showing how the planning and preparation has kept them on track to meet their long-term goals.
Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List
By TradePMR on Sep 2, 2022 1:45:09 PM
Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold)
Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs to choose from, it’s hard to even know where to begin.
RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap
By TradePMR on Aug 31, 2022 11:16:10 AM
TradePMR's Customer Advisor Panel Drives the Fusion Platform Development
TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
4 Tips to Get Your Team Ready for a Custodial Transition
By TradePMR on Aug 29, 2022 11:45:35 AM
How to Give the Pre-Game Pep Talk Before Moving RIA Custodians
Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep talk. The whole team is fired up: there’s yelling, chanting, and a realignment on strategy to take home the win.
Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings
By TradePMR on Aug 26, 2022 1:57:05 PM
How RIAs can broaden their services without derailing their businesses.
Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly commonplace among RIAs.
TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs
By TradePMR on Aug 24, 2022 3:28:39 PM
Since its inception, TradePMR prioritizes service over size.
Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest (after complying with anti-trust laws). After proper approvals are gained, that mentality may work for a firm's bottom line, but what impact does it have on the clients it serves?
Making a Custodial Transition? How to Have Effective Client Conversations
By TradePMR on Aug 22, 2022 2:30:00 PM
Get the Four-Point Checklist to help guide your discussions.
So, it’s time for “the talk” with your clients.
Paralyzed by Choices? Start with a Strong Tech Core and Build from There.
By TradePMR on Aug 19, 2022 12:45:50 PM
Tips to select the RIA technologies to support your unique business.
RIAs face a unique challenge when it comes to technology: too many choices.
Make Your Transition on Your Own Terms, Not Your Custodian’s
By TradePMR on Aug 17, 2022 3:43:26 PM
Don’t get stuck on an unreasonable transition timeline - control your RIA’s future
During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.
Finding the Right RIA Custodian to Fit Your Firm.
By TradePMR on Aug 15, 2022 1:25:15 PM
Tips to align your technology and custodial services search with your long-term goals and success.
Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services provider.
TradePMR Named as One of Florida’s Best Companies to Work For
By TradePMR on Aug 12, 2022 11:00:18 AM
The RIA technology and custodial services provider ranked 13th among midsized companies in the Sunshine State.
Gainesville and Tampa, Fla. – August 10, 2022 – TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), has been named as one of Florida’s Best Companies to Work For. This is the first time the growing company has been named to the list featured in the August 2022 issue of Florida Trend magazine. TradePMR ranked 13th among mid-sized companies.
Why Zero Fee May Not Equate to “Free” for RIAs - Behind the Scenes of RIA Custodian Pricing
By TradePMR on Aug 10, 2022 12:39:35 PM
How RIAs can benefit from a custom pricing structure designed to fit how they serve investors.
In recent years, multiple RIA custodians announced that they were moving to “zero-fee trading.” But what does that really mean? Does it mean free? Or no custodial fees?
Three Service Attributes to Evaluate Before Signing on with a New Provider
By TradePMR on Aug 8, 2022 2:23:29 PM
How RIAs can help ensure their next RIA custodian offers the support they need to succeed.
Let’s face it, migrating clients to a new custodial service provider sounds like a big task – and it is. It will require extra time and it can potentially be a disruption to a RIA’s business. However, if handled properly, a trained transition team should be able to mitigate the short-term impact on advisors and their clients, while setting the firm up for long-term success.
TradePMR’s Account Transfer Tool: Four Steps to Streamline Your Transition
By TradePMR on Aug 5, 2022 10:02:35 AM
Transitioning to TradePMR’s Fusion Platform Has Never Been Easier
RIAs (Registered Investment Advisors) now have access to a new tool designed to streamline their transition process. TradePMR has developed and launched a new account transfer tool focused on simplifying and accelerating the process for advisors to transition client accounts to TradePMR’s Fusion platform.
The Role of RIA Custodians? Supporting Advisor Growth, Every Day.
By TradePMR on Aug 3, 2022 3:48:27 PM
Approach to integrations, unwavering focus on RIAs, personalized pricing to facilitate success, and strong investments to promote firm growth.
For any financial advisor that follows the industry news, it seems as if there is a new M&A deal being announced daily. In fact, according to DeVoe & Company’s RIA Deal Book, Q1 2022 saw the second highest level of M&A activity among RIAs out of any quarter dating back to 2013. The only quarter that was higher than Q1 of 2022? Q4 of 2021.1
No Time to Waste – How RIAs can Leverage Social Media Ahead of the Great Wealth Transfer
By TradePMR on Aug 1, 2022 11:48:06 AM
Connect with the next-gen, establish relationships with centers of influence, and build your brand.
The great wealth transfer is underway. Cerulli Associates anticipates that $72.6 trillion in assets will be transferred to heirs before 2045.1 The challenge for advisors? Winning the business of those heirs.
Finding the Right Advisor Tech to Support the Full RIA Team
By TradePMR on Jul 29, 2022 12:16:54 PM
How firms can benefit from RIA Custodians that look to beyond the advisor.
Advisors who decide to start an RIA fit a specific mold. They’re driven entrepreneurs looking to have control over their business. They’re looking to grow their practice how they want and build their teams in a way that will support those growth goals.
Data Could be the Key for RIAs Navigating a Down Market
By TradePMR on Jul 28, 2022 8:23:24 AM
How advisors can mitigate risk and strengthen client relationships throughout periods of volatility.
Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a possible bear market. According to the team at Goldman Sachs, there is a 30% chance of a recession occurring over the next year, up from 15% in their last projection from earlier this year. Similarly, Bank of America predicts a 40% chance of a recession in 20231.
Waiting to Switch RIA Custodians Could Hurt an Advisor’s Bottom Line
By TradePMR on Jul 25, 2022 12:22:32 PM
Momentary Pain of Change vs. Long-Term Pain of Regret
For some advisors, the RIA custodian transition process can seem insurmountable.
RIA Marketing - Driving Referrals to a Refined Message
By TradePMR on Jul 22, 2022 1:51:32 PM
How advisors can build a more effective online presence
The ways that consumers find products and services has changed drastically over the past couple decades. While word-of-mouth may have been a sufficient marketing strategy back in the day, it could fall short for modern investors.
TradePMR’s Boutique Tactic to Strategic Growth: Say No More Than Yes
By TradePMR on Jul 21, 2022 8:58:45 AM
Learn about the RIA technology and custodial service provider’s formula for service.
The math is simple: custodians have a finite number of support team members. As the custodian adds more advisors, there are fewer support team members per advisor until that custodian can add more staff.
Don't Skimp on Referrals: How to Have Honest Conversations with RIA Custodians’ Biggest Fans
By TradePMR on Jul 19, 2022 3:35:21 PM
Sift through the bias and get the inside scoop on your next RIA custodian platform before you sign on.
It's been said that wealth management is indeed a relationship industry. Advisors work tirelessly to build and nurture strong relationships with clients. As any RIA will tell you, maintaining good relationships is practically a full-time job. But a client referral is among the most significant benefits of all the hard work.
Democratization of Custodian Data: Bringing Enterprise-Level Insights to Every RIA
By TradePMR on Jul 16, 2022 9:17:00 AM
Amazon, Google, and Apple use it – what can data do for your RIA firm?
Did you know that Amazon collects around one exabyte of purchase data from its customer base – an exabyte equates to around one billion gigabytes.1 In short, they have a ton of data.
Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22
By TradePMR on Jul 14, 2022 8:56:04 AM
Investments in Service, Expansions to Technology, and a Continued Focus on RIAs
1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.
Mid-Year: Time for Performance Reports for Your Clients and Your RIA Firm
By TradePMR on Jul 12, 2022 12:55:28 PM
Everyone can benefit from an occasional check-in.
Mechanics suggest cars should get an oil change every six months. The dentist recommends teeth cleaning twice a year. In fact, water filters require replacement every two months.
RIA Custodian Transitions: Two Steps to Combat Client Attrition
By TradePMR on Jul 8, 2022 11:14:34 AM
How financial advisors (and their clients) can make the move with confidence.
Time to talk about the elephant in the room: client attrition during an RIA custodian transition. Even if a new custodial service platform could be the right fit for an RIA, the potential negative impact of that transition can be enough to push off a move.
Looking for More from Your RIA Custodian? Don’t Let a Volatile Market Slow You Down.
By TradePMR on Jul 7, 2022 12:54:33 PM
Why a down-market shouldn’t stop RIAs from finding the right provider.
There is an old saying in business, never waste a recession. RIAs and their clients are all asking the same question – are we staring down the barrel of a recession?
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
By TradePMR on Jul 5, 2022 10:22:41 AM
Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference
The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.
Repaper, Review, Repeat – Streamlining RIA Custodian Transitions
By TradePMR on Jun 30, 2022 3:47:31 PM
Moving Custodians Doesn’t Have to Derail an RIA’s Business
Thousands of data points, ample opportunities for human error, client relationships on the line. For RIAs, the stakes couldn’t be higher when transitioning custodians.
How TradePMR’s RIA Technology Platform Fusion Evolves to Meet the Needs of Financial Advisors
By TradePMR on Jun 28, 2022 3:20:10 PM
Key traits to RIA Custodian Platform Evolution: Robust Planning Meets Flexibility
Every year, Apple releases a new iPhone. User experiences are continually updated for Netflix and Hulu. Amazon Prime refreshes delivery recommendations and expands how users can place orders online. Teams at the most innovative companies work tirelessly to make sure their product evolves with consumer expectations to deliver what makes the most sense in today’s market.
Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.
By TradePMR on Jun 8, 2022 3:26:18 PM
Transition Technology and Custodial Services Providers with Confidence after a Live Demo with TradePMR’s Team
We’ve all heard the RIA custodial transition horror stories: confusing technology, non-existent support, time-intensive manual processes. It’s no wonder many RIAs opt to stay with their current providers. Even if they feel a change could benefit their business in the long-term, the fear of the transition can hold them back.
TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center
By TradePMR on May 31, 2022 9:28:29 AM
How advisor feedback influences the development of TradePMR’s Fusion platform – the top-rated Custodial Platform three of the last four years.
TradePMR’s Fusion technology was recently named the top-rated Custodial Platform and Online Portfolio Management Tool in the T3/Inside Information Advisor Software Survey1.
TradePMR Annual Conference Returns: SYNERGY22 Unleashed
By TradePMR on May 24, 2022 9:24:58 AM
Registered Investment Advisors converge on SYNERGY22 in Orlando, Fla. in record numbers.
Orlando, Fla., May 24, 2022 -- TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), will kick off its signature conference SYNERGY22 Unleashed, on Wednesday May 25 through Friday, May 27 at The Ritz-Carlton Orlando, Grande Lakes. The event marks the return of the annual conference that gathers Registered Investment Advisors (RIAs) from across the country with some of the wealth management industry's top technology and service providers for the first time since 2019.
Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More
By TradePMR on May 17, 2022 2:07:23 PM
Technologies like TradePMR’s Fusion platform may offer more capabilities than RIAs realize
RIAs looking to build a tech stack face a big challenge: where to begin?
TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey
By TradePMR on May 11, 2022 12:26:59 PM
Financial advisors also ranked the Fusion platform the top Online Portfolio Management Tool.
Gainesville, Fla. – May 11, 2022 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating from more than 4,495 financial advisors for its Fusion platform in both the Custodial Platforms and Online Portfolio Management categories. These rankings were highlighted in the T3/Inside Information Survey1, an annual survey distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres that was released at the T3 Advisor Conference in Denton, Texas. The survey results were collected from December 2021 through March 2022.
How Advisors Can Strategically Leverage Their Data
By John O'Connell on May 9, 2022 5:01:53 PM
It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that data continues to build over the course of the client relationship.
TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs
By TradePMR on Apr 29, 2022 10:06:58 AM
Why TradePMR exclusively works with RIAs
A niche can be powerful for a business.
How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs
By TradePMR on Apr 22, 2022 2:30:48 PM
Get the Custodial Assessment Guide
When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.
TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data
By TradePMR on Apr 21, 2022 12:47:06 PM
Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.
By TradePMR on Apr 14, 2022 2:27:37 PM
We believe that genuine white-glove service is a one-to-one service, not lip service.
Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound familiar?
RIA Custodian AUM Fees Breakdown: Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?
By TradePMR on Apr 13, 2022 11:33:07 AM
If you’re shopping for a new cable provider, you expect to get a pricing rate sheet. Pay X, get these channels, pay Y, get these channels, and so on and so forth. No customization; just pick one of the packages – it may not have everything you want, and you’ll probably get stuck paying for some channels that you’ll never watch, but that’s how it’s done.
The Differences Between Structured and Unstructured Data for Your RIA
By TradePMR on Apr 8, 2022 10:53:42 AM
RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have. One of the first points about data that we need to clarify is how that data is formatted. Data sets can be considered either structured or unstructured.
From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management
By TradePMR on Apr 6, 2022 4:51:14 PM
Get the case study on Brian Bischoff’s journey to TradePMR
When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? Or do they leap and work with a more boutique offering that could be a better fit for their business but may not have the scale they’re used to from their wirehouse?
The Secret to the Evolution of Fusion? Advisor Feedback.
By TradePMR on Apr 4, 2022 12:54:00 PM
How TradePMR Shapes Technology to Address RIA Needs
At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR
By TradePMR on Apr 1, 2022 11:56:54 AM
Get the Case Study on Bischoff Wealth Management
Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.
TradePMR’s White-Glove Service – Not Just Lip Service
By TradePMR on Mar 30, 2022 2:31:27 PM
How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs
“White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?
SYNERGY22: Your Gateway to the Future of Fusion
By TradePMR on Mar 29, 2022 10:47:59 AM
Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando
SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there is one time slot that we're particularly excited for – Fusion Roadmap Preview: 10 a.m. ET on Friday, May 27.
Do You Own Your RIA Custodian Data? Let’s Find Out
By TradePMR on Mar 27, 2022 12:00:00 PM
Download our Data Questions Worksheet
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Industry Veterans Weigh In – The Practical Applications of Data for Your RIA
By TradePMR on Mar 25, 2022 9:56:04 AM
Download our On-Demand Webinar, White Paper, and Data Worksheet
TradePMR’s Time-Oriented Service – Specifically Designed for RIAs
By TradePMR on Mar 21, 2022 3:46:25 PM
How we Built Our Service Offering to Support Growth-Minded Financial Advisors
TradePMR started with one big goal in mind: to offer RIAs a custodial service provider that understands their needs and provides support and technology designed to facilitate their success. For more than 20 years, we feel like we’ve done just that.
SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For
By TradePMR on Feb 1, 2022 9:03:25 AM
Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes.
It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more eager now than ever for a reunion.
Why I Started TradePMR
By Robb Baldwin on Nov 9, 2021 4:29:46 PM
What Advisors Can Learn from My RIA Firm’s Custodial Merger
I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business the way I wanted to and work with clients the way I had always envisioned. I felt like the independent model let me focus 100% on my clients without any conflicts of interest. Having started my career as a broker at a larger financial institution, owning my own RIA was a dream come true.
How TradePMR Works to Streamline Your Custodial Transition
By TradePMR on Oct 12, 2021 3:00:00 PM
Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move
RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when there is an opportunity to enhance the technology suite or upgrade providers, the anticipated pain of change can be enough for advisors to push off a move.
Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs
By TradePMR on Aug 24, 2021 11:32:34 AM
Updated April 10, 2024
Pricing starts with a conversation, not a rate sheet
If you’re thinking of moving to a different home, you would probably like to see the new place in person before making one of life’s significant financial commitments. You can get an idea of what the house looks like from pictures, but it’s always better to walk the halls and make sure you know what you’re buying before determining a fair offer.
How TradePMR Balances Automation and Service for RIAs
By TradePMR on Aug 17, 2021 3:06:10 PM
An Old-School Approach to Service to Complement Advanced Technology
Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major airlines, all while trying to make sure we can get some refund to use on a future trip. By the end of the experience, the time we’ve wasted to cancel the flight often feels like more trouble than it’s worth. It makes us miss the days when we could speak to someone on the phone.
TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook
By TradePMR on Aug 16, 2021 4:13:51 PM
TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb shares his advice on steps RIAs can take to streamline their custodial service and technology transition. He points to the importance of owning client data, how advisors can leverage the strength of their entire team and offers advice on how RIAs can keep their clients front and center throughout their transition.
Model Sleeve Trading – Making the Complex, Simple
By TradePMR on Aug 3, 2021 9:51:26 AM
A Q&A with TradePMR Head of Trading, Jason Simmons
TradePMR Launches Model Sleeve Trading on the Fusion Platform
By TradePMR on Aug 3, 2021 9:19:57 AM
RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
BBQs and RFPs
By TradePMR on Jul 2, 2021 9:30:00 AM
With a strong vaccination rollout and states nationwide removing COVID-19 restrictions, everything is starting to feel “normal.” While we’re all likely going to keep up some of our pandemic practices – for example Zoom meetings and hybrid office models – there will certainly be a return to in-person meetings and events. So, how can we navigate this move? How can advisors capture this moment to create opportunities for their business?
Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack
By TradePMR on Jun 7, 2021 12:15:10 PM
Get Your Firm's Tech Stack Trim and Fit this Summer
Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of what is working and what is not. Are budgets and goals for the year in alignment with their spending and growth? Is the firm in the best position to succeed moving forward?
TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition
By TradePMR on May 19, 2021 7:00:00 AM
A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?
By TradePMR on May 4, 2021 8:20:37 AM
Trying to decide which technology and custodial service provider is right for your firm? The process is a time-consuming task. We know your time is limited, so we put together a high-level overview of what you and your team can expect to learn during the 30-minute on-demand Fusion technology demo.
Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance
By TradePMR on Apr 26, 2021 10:57:09 AM
At TradePMR, data security is a top priority. Maintaining the confidentiality of your clients’ data is necessary, and we work to make sure we are doing everything in our power to protect that data. To that end, we recently decided to undergo a voluntary System and Organization Controls (SOC) 2 Type II audit. This test provides an assessment of our security and privacy control environment and is a way for us to confirm if our current systems are working effectively in maintaining data security. The audit was conducted to evaluate TradePMR’s broker-dealer services and our advisor management software.
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
By TradePMR on Apr 1, 2021 1:13:38 PM
Why should financial advisors care that TradePMR's Fusion platform ranked number one in advisor satisfaction among some of the most popular custodial platforms in the 2021 T3/Inside Information Advisor Software Survey?1 Simple – because your peers voted it number #1. Advisors who use it day-in and day-out see how its different, not just industry judges. While good technology and service may seem like table stakes, we'd like to highlight what these concepts mean to us at TradePMR and why, we believe, advisors using our Fusion platform ranked it at the top of some of the most popular custodial platforms.
TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021
By TradePMR on Mar 23, 2021 10:00:10 AM
Financial advisors return the firm's Fusion platform to the top of the ranks for the second time.
Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating from more than 5,200 financial advisors for its Fusion platform. This recognition, which asks advisors to compare all the top custodial services providers' trading platforms, was included in the T3/Inside Information Advisor Software Survey1. The annual survey, distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres, was released this week following an online survey collection in the second half of 2020.
TradePMR Adds Adhesion Wealth® to Fusion Platform
By Admin on Nov 10, 2020 8:00:00 AM
Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa
By TradePMR on May 12, 2020 7:30:19 AM
TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a variety of positions in technology including IT, infrastructure, development, and business operations such as trading and business analysts.
TradePMR Rolls Out Refined Trading Tools on Fusion
By TradePMR on Mar 11, 2020 8:57:41 AM
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
Baldwin One of “20 People Who Will Change Wealth Management in 2020”
By TradePMR on Dec 19, 2019 3:02:11 PM
Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso, head of First Clearing, for their efforts to launch an RIA channel within a wirehouse. The magazine cites,
TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society
By TradePMR on Sep 12, 2019 5:08:35 PM
TradePMR to match dollar-for-dollar on wristband sales up to $1000.
TradePMR Named Industry Awards Finalist by Wealth Management
By TradePMR on Aug 6, 2019 8:00:56 AM
Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1
Synergy RIA Conference Recap
By TradePMR on Jun 5, 2019 9:58:40 AM
Synergy 2019 RIA Conference Recap
By Advisor Services, TradePMR on Jun 4, 2019 11:45:00 AM
2019 Synergy RIA Conference Recap
TradePMR Named a Winner of 2019 Excellence in Customer Service
By TradePMR on May 11, 2019 5:14:04 PM
The technology and custody services provider recognized for ‘white-glove’ approach to service and responsiveness to financial advisor requests.
GAINESVILLE, Fla. – May 10, 2019 – TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one of seven small businesses from across the globe that was recognized as organization of the year for providing a differentiated level of customer service.
TradePMR Launches Augmented Reality Technology for Advisor Recruitment
By TradePMR on May 10, 2019 5:17:30 PM
The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy.
GAINESVILLE, Fla., April 23, 2019 /PRNewswire/ -- TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, is intended to give financial advisors a preview of what it would be like to work with TradePMR. The first experience, an invitation to the firm's annual advisor conference Synergy 2019, was released to advisors today. Future uses include a virtual tour of TradePMR's headquarters and tech demonstrations all with built-in messages from TradePMR leadership, including exclusive content for advisors.
Top Marks for Custody Platform Satisfaction in 2019 Software Survey
By Admin on Feb 19, 2019 1:12:20 PM
Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.
GAINESVILLE, Fla., Feb. 19, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more than 5,500 advisors. The results of the 2019 Software Survey, conducted by industry veterans Joel Bruckenstein and Bob Veres, were released at the recent T3 Advisor Conference in Denton, Texas.
Robb Baldwin CEO of TradePMR Interviewed by Matt Halloran
By Admin on Feb 13, 2019 2:05:33 PM
Highlights of the interview with Robb include:
TradePMR Mentors CFP Students and Student Tech Talent
By Admin on Jan 25, 2019 2:09:00 PM
The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition
GAINESVILLE, Fla., Jan. 23, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, is supporting a team of four University of South Florida students at this year's T3 Technology Conference for financial advisors happening Jan. 29–Feb. 1, 2019, in Denton, Texas. The competition dubbed "T3 Mash Up" is comprised of four competing teams that have been charged with creating and executing a concept or product that is new to the financial services industry or furthers an existing project or adds a useful feature.
These 3 Myths About Millennials Could be Hurting Your RIA Practice
By Admin on Jan 4, 2019 2:18:06 PM
It is believed that the millennial generation, born between 1982 and 1994, often get a bad rap in the financial advice space for being over-confident, mistrusting and obsessed with technology, but a new research study sponsored by the CFA institute and the FINRA Investor Education Foundation puts into question these beliefs and challenges us to think of this demographic in new ways.
TradePMR Celebrates Successful '20 for 20 Initiative'
By Admin on Dec 17, 2018 3:34:59 PM
When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier this year to celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by TradePMR employees, it sounded like an ambitious goal.
Are You Ready to Answer These 3 Common Questions From Prospects?
By Advisor Services, TradePMR on Dec 4, 2018 7:00:00 AM
Are You Ready to Answer These 3 Common Questions from Prospects?
Women in the RIA Space: How to Attract More Female Clients
By Advisor Services, TradePMR on Nov 27, 2018 8:00:00 AM
Women in the RIA Space: How to Attract More Female Clients to Your Practice
Are You Helping Your RIA Clients Make the Connection?
By Advisor Services, TradePMR on Nov 20, 2018 8:00:00 AM
It is customary this time of year to pause in our pursuit of the “next big thing” in order to better appreciate what we have already. Before you set your business goals and resolutions for the new year, consider stopping for a moment and giving thanks for the people, circumstances and opportunities which contributed to your success in 2018 and are providing the foundation on which you can continue to grow your business in 2019.
Women in the RIA Space: How to Attract and Recruit More
By Advisor Services, TradePMR on Nov 13, 2018 7:00:00 AM
Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them (Part 1 of a 2 Part Series on Women in the RIA Space)
TradePMR to Host Fourth Annual Oktoberfest Celebration
By TradePMR on Sep 6, 2018 3:42:44 PM
The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community
TradePMR’s Director of Social Media Named 2018 “Fierce Award Winner”
By TradePMR on Jul 19, 2018 2:47:14 PM
As Social Media Director at TradePMR, Monika Baldwin is able to deliver messages of positivity and accountability across the many communities she is a member of, both professionally and personally. Regardless of the community, Baldwin works to lift up those she encounters. “Empowered women empower other women,” Baldwin said. “One of the best ways to empower others is to lead by example.”
Finalist in Financial Services Awards Competition
By TradePMR on Jun 26, 2018 9:11:18 AM
The custodial services provider earns nod for the rollout of Earnwise platform.
TradePMR Named Finalist in Financial Services Awards Competition
By TradePMR on Jun 25, 2018 4:04:32 PM
The custodial services provider earns nod for the rollout of Earnwise platform.
Free Webinar to Learn about the SEC’s Fiduciary Proposal and Form CRS
By TradePMR on Jun 21, 2018 4:56:50 PM
In April 2018, the SEC attempted to tackle the Fiduciary debate with its proposed Standard of Conduct Proposal. The proposed new rule, 204-5, would require an investment adviser to deliver a relationship summary to each retail investor before or at the time the adviser enters into an investment advisory agreement, as well as, to existing clients one-time within a specified time period after the effective date of the proposed amendments.
Initiative to Celebrate 20th Anniversary: Foster Charitable Giving
By TradePMR on May 30, 2018 11:18:39 AM
GAINESVILLE, Fla. [May 30, 2018] – TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), today announced plans for their year-long “20-for-20 Initiative.” TradePMR will celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by TradePMR employees.
2-Day Conference Set Up and Breakdown in 17 Seconds
By TradePMR on Apr 30, 2018 5:02:34 PM
The upcoming Synergy Conference being hosted by TradePMR May 16-18, 2018 is right around the corner. Have you registered yet?
Join Us for a Special “Branding Reception” at Synergy San Diego
By TradePMR on Apr 30, 2018 4:58:16 PM
Building a strong brand is a constant and never-ending journey – get the insights and information you need to perfect and grow
Growth-Minded Advisors to Gather at TradePMR’s Synergy Conference
By TradePMR on Apr 30, 2018 9:37:17 AM
We’re so excited! TradePMR will gather with a select group of registered investment advisors (RIAs) from across the country to celebrate our 20th anniversary at TradePMR’s annual Synergy conference May 16-18 in San Diego. This year's conference theme "Get There" will steer conversations during a jam-packed, three-day agenda intended to arm growth-minded advisors with the tools and resources they need to streamline their businesses and navigate headwinds.
Gathering Growth-Minded Financial Advisors at our Synergy Conference
By TradePMR on Apr 27, 2018 10:33:00 AM
TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego
Branding 101 for Financial Advisors
By Admin on Apr 26, 2018 4:27:08 AM
How to Create and Periodically Refresh Your Brand Essentials as you Build Trust and Win Business as an RIA Today
Common RIA Myths and Mistakes to Avoid
By Admin on Jan 26, 2018 7:08:33 PM
Talk to any fully independent advisor about the benefits of their business model and one word always seems to surface: “freedom.”
How an Easter Basket Sparked Baldwin’s Entrepreneurial Journey
By TradePMR on Jan 26, 2018 6:58:30 PM
Built by an advisor to reduce conflicts of interest and produce better outcomes for his own practice 20 years ago, this tested-in-the-trenches solution is now the solution of choice for hundreds of other advisors.
Taking the Leap: Top Tips for Transitioning RIAs
By Admin on Jan 25, 2018 4:57:52 PM
Are you thinking about starting your own firm? Before you leap, here are some tips and food for thought:
TradePMR Adds Trailing Stop Orders to its Advisor Workstation
By TradePMR on Nov 2, 2016 8:52:54 AM
Gainesville, FL – 2016 – Trailing Stop orders can be an invaluable tool for Financial Advisors providing added flexibility in helping secure profits through automatically adjusting an open stop order as markets move in their favor.
TradePMR Announces SSO Support for JVB Financials Bond Platform
By Admin on Nov 19, 2012 12:51:59 PM
Gainesville, FL – November 19, 2012 – TradePMR today announced the release of single sign-on support for the JVB Financials Bond Platform.
Trade-PMR, Inc. Achieves SSAE 16 (SOC 1) Type I Compliance
By TradePMR on Oct 19, 2012 1:52:23 PM
Gainesville, Florida – October 19, 2012 - TradePMR today announced that it has successfully completed a Statement on Standards for Attestation Engagement No. 16 (SSAE 16 or SOC 1) Type I audit for their introducing Broker Dealer services and their top rated advisor management software. SSAE 16 superseded SAS 70 on June 15, 2011. SAS 70 was an internationally recognized auditing standard developed by the American Institute of Certified Public Accountants and the new SSAE 16 standard comes with additional requirements for service organizations. A SSAE 16 engagement is performed by an independent auditing firm and examines the controls and processes involved in storing and handling data securely. The successful completion of the voluntary audit illustrates TradePMR’s ongoing commitment to create and maintain the most stringent controls for the protection and security of its customers’ confidential information. More information about TradePMR and their services can be found at www.tradepmr.com.
TradePMR Announces Cews & Associates Bond Support
By Admin on Sep 17, 2012 1:52:38 PM
Gainesville, FL – September 17, 2012 – TradePMR today announced support for Crews & Associates Bond Platform.
TradePMR to Present at T3 Conference
By Admin on Aug 17, 2012 1:53:08 PM
Gainesville, FL – August 17, 2012 – TradePMR announced today its sponsorship of the 2013 T3 Conference February 11-13th 2013 at the Hilton Miami Downtown in Miami, Florida. The conference features David Drucker and Joel Bruckenstein, two of the financial planning industry’s most respected thought leaders.
Trade-PMR Launches Complex Options Trading Capabilities
By Admin on Jul 9, 2012 1:53:23 PM
Gainesville, FL – July 9, 2012 – Trade-PMR today announced the launch of complex options order entry capabilities on its advisor workstation. These capabilities enhance Trade-PMR’s options offering by allowing advisors to choose from a variety of industry-standard trading strategies, or create their own custom trading strategies.
TradePMR Licenses Morningstar Site Builder
By Admin on Apr 24, 2012 1:53:28 PM
Addition of Morningstar Tools and Content a Significant Benefit to Advisors
Gainesville, FL – April 24, 2012 – Today TradePMR announced another significant upgrade to its Advisor Workstation. Using Site Builder, TradePMR has tightly integrated Morningstar’s outstanding tools and content into its already highly regarded platform. The new tools include Morningstar Report, Morningstar Screeners, and the Portfolio Snapshot report. Morningstar QuoteSpeed rounds out this powerful collection of resources designed to give advisors the industry leading tools they need to be more successful.
TradePMR Announces Dates and Venue for Synergy 2011 Conference
By Admin on Mar 1, 2011 12:55:10 PM
TradePMR’s Synergy 2011 to be held at Hilton Walt Disney World Resort May 4-6
Gainesville, FL – March 1st, 2011 – TradePMR today announced the 2011 version of their annual advisor conference, Synergy, will be held in Orlando, FL at the Hilton Walt Disney World Resort across adjacent to Downtown Disney.
TradePMR Attends T3 Conference
By Admin on Jan 21, 2011 12:55:27 PM
Gainesville, FL – January 21st, 2011 – TradePMR today announced their participation in the T3 conference to be held at the Grand Hyatt Bonaventure Hotel in Weston Florida, February 16-19th, 2011. The conference features David Drucker and Joel Bruckenstein, two of the financial planning industry’s most respected thought leaders.
TradePMR, Inc Expanding into San Francisco Bay Area
By Admin on Dec 16, 2010 12:55:40 PM
Gainesville, FL – December 16, 2010 – TradePMR, Inc, today announced that in January 2011, Frederick A. Van Den Abbeel, Executive Vice-President responsible for marketing the firm’s brokerage and institutional custody services for Registered Investment Advisory (RIA) firms and Hybrid Advisors, will be establishing a new national business development office in the San Francisco Bay Area.
Ability to Work with Multiple Models Added to Our Advisor Workstation
By Admin on Jul 12, 2010 1:55:52 PM
Addition of Multiple Models enhances trading functionality for Advisors
Gainesville, FL – July 12th, 2010 –Today TradePMR announced a significant upgrade to their model trading system. In this new release, advisors are now able to assign any number of portfolio models to a single account. This new feature allows advisors to better match the investment objectives of their clients without the need to create custom models on a per account basis. Models are assigned to accounts by percentage and can contain any number of securities.
TradePMR Adds Learning Center to its Advisor Workstation
By Admin on Jun 8, 2010 1:56:05 PM
Addition of eLearning content to eCustody platform eases transition for new Advisors
Gainesville, FL – June 8th, 2010 – TradePMR today announced the release of the eCustody Learning Center, a portal designed to augment the company’s outstanding customer service by giving advisors answers to common questions in a self-paced environment. This is the latest in a series of enhancements to its best-of-breed eCustody Advisor Workstation that improves Registered Investment Advisor’s (RIAs) daily workflow. By incorporating best practices in these videos, advisors can get up to speed quickly on the ever growing feature set of TradePMR’s platform.
TradePMR Releases Enhanced Performance Reporting Solution
By Admin on Feb 19, 2010 12:56:21 PM
Performance Reporting Solution offers Advisors alternative to costly Report Vendor products.
Gainesville, FL – February 19th, 2010 – TradePMR today announced the release of its second-generation enhanced performance reporting solution. Continuing on the success of its prior release, the performance reporting system adds enhanced capability and ease of use. In addition to generating reports on a single account basis, performance can now be calculated, using eCustody CRM data, allowing consolidated reports to be generated across clients and households.
Integrated CRM Solution in eCustody Advisor Workstation
By Admin on Feb 18, 2010 12:56:35 PM
New CRM System provides TradePMR Advisors with an excellent alternative to high-cost standalone systems.
Gainesville, FL – February 18th, 2010 – TradePMR today announced the release of its integrated Client Relationship Management (CRM) module into its eCustody Advisor Workstation. The CRM module, specifically designed with RIAs in mind, allows the management of Clients, Households, and Prospects. Different users within an Advisor’s office can view and share contacts, notes, and tasks.
TradePMR Releases Account Aggregation Solution for RIAs
By Admin on Feb 16, 2010 12:57:01 PM
TradePMR's integration of Advisors Exchange's TotalView gives Registered Investment Advisors the ability to monitor financial data from banks, insurance companies, and other brokerage firms.
Gainesville, FL – February 16th, 2010 – TradePMR today announced the release of its integration of Advisor Exchange's TotalView into its proprietary eCustody Advisor Workstation. As an industry leader in the brokerage and custodial services to independent Registered Investment Advisors (RIAs), TradePMR works with more than 550 financial advisors nationwide. The integration between TotalView and eCustody will provide those advisors with on-demand access to a complete view of their clients' entire financial portfolio, including assets held at competing brokerage firms. Advisors also will be able to move client data seamlessly into a variety of business applications.
TradePMR Releases Paperless Account Opening System
By Admin on Feb 16, 2010 12:56:49 PM
New online account opening system promises to streamline advisor workflow and reduce paper.
Gainesville, FL – February 16th, 2010 – TradePMR today announced the release of its paperless account opening system. This is the latest in a series of enhancements to its best-of-breed eCustody Advisor Workstation that improves Register Investment Advisor’s (RIAs) daily workflow. The system is designed to allow RIAs to open TradePMR accounts without the need for paper documents. By partnering with a leading identity verification company, eCustody is able to successfully verify the identity of applicants and create a digital signature in many cases. This means an Advisor client can digitally sign their account documents, streamlining the account opening process. In addition, eCustody supports electronic account transfers to allow assets to be moved with as little delay as possible.
Redtail CRM Press Release
By Admin on Nov 1, 2008 1:57:18 PM
Gainesville, FL – November 01, 2008 – TradePMR, Inc. a leader in providing broker services to Investment Advisors, has integrated the Redtail Technologies, Inc. Client Relationship Management (CRM) solution into its new eCustody Advisor Platform. The CRM system is designed to meet the challenging needs of financial advisors by providing online tools for client management, sales automation, client support and marketing automation. “Redtail Technology’s CRM aligns well with our RIA platform strategy by providing our clients with an excellent tool to manage and grow their practices”, said Dennis Suppe, Chief Technology Officer of TradePMR.
Hybrid Advisor Platform Press Release
By Admin on Sep 26, 2008 1:57:31 PM
Hybrid Advisor Platform Press Release
Frederick A. Van Den Abbeel Press Release
By Admin on Aug 1, 2008 1:54:40 PM
Gainesville, FL – August 01, 2008 – TradePMR, Inc., today announced that Frederick A. Van Den Abbeel has joined the firm as Executive Vice President. In his new role, Van Den Abbeel will be responsible for marketing TradePMR’s Registered Investment Advisory (RIA) institutional custodian capabilities.