3 min read
TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform
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 ...
Topics:
Press Release
RIA technology
FinTech
WealthTech
Integrations
3 min read
TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel
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 ...
Topics:
RIA practice
Press Release
RIAs
Practice Management
RIA Growth
4 min read
Finding the Right Technology to Retain Talent
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 ...
Topics:
RIA practice
Financial advisors
RIA technology
Practice Management
7 min read
Take Control of Your RIA Custodian Transition With a Custom RFP
Here’s how a Custodian RFP can help you manage custodian changes for you and your clients. Note: This blog post was updated on August 22, 2024. Every RIA will likely consider a change in custodians at some point. While change can be stressful, it ...
Topics:
Financial advisors
RIAs
Transition
Custodial Service Providers
RIA Custodians
5 min read
Continuity and Succession Planning – Ensuring Long-Term Client Success
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 ...
Topics:
RIA practice
Practice Management
Registered Investment Advisor
RIA Custodians
6 min read
TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution
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 ...
Topics:
FinTech
Technology
Registered Investment Advisor
RIA Custodians
Integrations
5 min read
Read the Fine Print: Three Key Components to Your RIA Custodian Agreement
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 ...
Topics:
RIAs
Data
Pricing
RIA Custodians
Cybersecurity
RFP
RIA Fees
3 min read
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
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 ...
Topics:
FinTech
RIAs
Registered Investment Advisor
Integrations
4 min read
Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing
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.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
