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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition

By TradePMR on Dec 2, 2022 10:01:06 AM

Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
4 min read

Do You Own Your Client Data? You May Be Surprised by the Answer.

By TradePMR on Nov 29, 2022 12:14:51 PM

Not All RIA Custodians Approach Data the Same Way. Do you own your client data? This can be a loaded question for many RIAs.
Topics: Financial advisors RIAs Technology Tools for Today Data Custodial Service Providers RIA Custodians
4 min read

A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian

By TradePMR on Nov 25, 2022 10:23:22 AM

How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics: Fusion RIAs Technology Fusion Demo Service Custodial Service Providers RIA Custodians
4 min read

How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks

By TradePMR on Nov 22, 2022 12:24:46 PM

Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline. In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.
Topics: RIA practice RIA technology Fusion Transition
5 min read

RIA Custodian Culture – Finding a Provider that’s Invested in Your Success

By TradePMR on Nov 18, 2022 8:55:31 AM

Does your RIA custodian share your goals? If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Not All RIA Custodian Transitions are Created Equal

By TradePMR on Nov 17, 2022 1:53:57 PM

Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs

By TradePMR on Nov 14, 2022 12:15:30 PM

The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process. Eagan, MN and Gainesville, FL. November 9, 2022. Panoramix, an ...
Topics: Press Release Fusion RIAs Technology Custodial Service Providers
4 min read

Switching RIA Custodians? Consider Creating an RFP

By TradePMR on Nov 4, 2022 3:43:11 PM

RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

7 Questions for Your Team as You Build a RIA Custodian RFP

By TradePMR on Nov 1, 2022 12:58:53 PM

Check all the important boxes before signing on with your next provider. Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next ...
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
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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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