3 min read
How TradePMR Balances Automation and Service for RIAs
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 ...
Topics:
Financial advisors
RIA technology
RIAs
Service
1 min read
TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook
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 ...
Topics:
RIAs
Technology
Transition
4 min read
Model Sleeve Trading – Making the Complex, Simple
A Q&A with TradePMR Head of Trading, Jason Simmons
Topics:
RIA technology
Fusion
RIAs
Technology
Trading
2 min read
TradePMR Launches Model Sleeve Trading on the Fusion Platform
RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics:
RIA technology
Fusion
RIAs
Technology
Trading
3 min read
BBQs and RFPs
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 ...
Topics:
Marketing
3 min read
Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack
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 ...
Topics:
Best Financial Advisor Technology
Fusion
Register for On-Demand Fusion Demo
Technology
4 min read
TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition
A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
Topics:
Financial advisors
Press Release
RIAs
Transition
5 min read
What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?
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 ...
Topics:
Technology Demo
Fusion
Register for On-Demand Fusion Demo
1 min read
Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance
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 ...
Topics:
RIA technology
RIAs
Technology
Data Security
