<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

TradePMR


Recent posts by TradePMR
2 min read

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 ...
Topics: Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo Technology Fusion Demo
4 min read

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 ...
Topics: Press Release Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo
3 min read

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 ...
Topics: Press Release
3 min read

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.
1 min read

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,
1 min read

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.
4 min read

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
4 min read

Synergy RIA Conference Recap

By TradePMR on Jun 5, 2019 9:58:40 AM

By Advisor Services, TradePMR | Jun 04, 2019 |TradePMR
2 min read

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 ...
All posts

Featured

Posts by Tag

See all

CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

JOIN OUR TEAM

EVENTS
SYNERGY25


RECENT NEWS
Press Releases
Media Contact


TECHNOLOGY
Integrations

Contact Us
FAQs
Forms
Privacy Policy
Business Continuity Plan
Clearing & Execution Services
Options Disclosure
Fee Disclosure
Form CRS
606 Order Routing Disclosures

 


BrokerCheck_logo-white



    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

    Copyright 2020-2025, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
    Market volatility, volume, and system availability may impact account access and trade execution.
    By accessing this website, you agree to TradePMR’s Terms of Disclosure , and Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.