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Financial industry news and events for RIAs.

1 min read

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 ...
1 min read

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 ...
1 min read

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 ...
1 min read

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. ...
1 min read

Hybrid Advisor Platform Press Release

By Admin on Sep 26, 2008 1:57:31 PM

Hybrid Advisor Platform Press Release
1 min read

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 ...
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    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.

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    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.
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