5 min read
Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22
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.
Topics:
RIAs
Service
Custodial Service Providers
Financial Advisor Technology
Top Tech
3 min read
Mid-Year: Time for Performance Reports for Your Clients and Your RIA Firm
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.
Topics:
Financial advisors
RIAs
Wealth Management
Custodial Service Providers
5 min read
RIA Custodian Transitions: Two Steps to Combat Client Attrition
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 ...
Topics:
Transition
Service
Custodial Service Providers
Custodian
Client Relationships
4 min read
Looking for More from Your RIA Custodian? Don’t Let a Volatile Market Slow You Down.
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?
Topics:
Financial advisors
RIA technology
Transition
Service
Registered Investment Advisor
RIA Custodians
8 min read
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
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.
Topics:
Financial advisors
FinTech
Joel Bruckenstein
Bob Veres
RIAs
Technology
Service
Wealth Management
Top Tech
Custodial Platform
5 min read
Repaper, Review, Repeat – Streamlining RIA Custodian Transitions
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.
Topics:
Transition
Service
Custodial Service Providers
Custodian
Client Relationships
3 min read
How TradePMR’s RIA Technology Platform Fusion Evolves to Meet the Needs of Financial Advisors
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 ...
Topics:
Fusion
RIAs
Registered Investment Advisor
Financial Advisor Technology
4 min read
Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.
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. ...
Topics:
FinTech
Technology
Fusion Demo
Transition
Service
Registered Investment Advisor
3 min read
TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center
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 ...
Topics:
Financial advisors
RIA technology
FinTech
Registered Investment Advisor
Custodial Service Providers
