3 min read
TradePMR Earns Highest Score Among Custodial Platforms on Ezra Group’s WealthTech Integration Score
Assessed across three weighted criteria, TradePMR’s custodial platform earned an “Excellent” rating with a score of 7.86 out of 10. TradePMR recently received the highest score among custodial platforms on the Ezra Group’s WealthTech Integration ...
Topics:
RIA technology
Financial Advisor Technology
Custodial Platform
Integrations
RIA custodian
5 min read
TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – August 20, 2024 - TradePMR, a technology and custodial services ...
Topics:
RIA technology
Fusion
Technology
Financial Advisor Technology
RIA Platform
5 min read
How RIAs Are Finding Value in AI Technology
While many RIAs are approaching AI with caution, others are already finding ways to drive operational efficiencies, according to CogniCor founder and CEO Sindhu Joseph. The Synergize podcast explores the evolving role of the financial advisor in an ...
Topics:
RIA technology
Financial Advisor Technology
Artificial Intelligence
Synergize
6 min read
Leveraging AI To Grow: How RIAs Can Deploy New Technology
Confusion over how and when to use AI still exists. Here’s how our panel of AI experts is deploying this emerging technology. While researchers and industry observers may disagree on the extent to which artificial intelligence will impact the wealth ...
Topics:
RIA technology
Financial Advisor Technology
Cybersecurity
Artificial Intelligence
4 min read
SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams
TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics:
RIA technology
Advisor Technology
Financial Advisor Technology
Custodial Platform
RIA Custodians
RIA custodian
RIA Platform
Account Opening
Advisor Documents
SYNERGY24
9 min read
TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference
Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology ...
Topics:
Robb Baldwin
RIAs
Financial Advisor Technology
Las Vegas
RIA Platform
SYNERGY24
4 min read
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics:
RIAs
SYNERGY
Custodial Service Providers
Financial Advisor Technology
Custodial Platform
Artificial Intelligence
6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
4 min read
RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap
TradePMR's Customer Advisor Panel Drives the Fusion Platform Development TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
Topics:
RIAs
Service
Registered Investment Advisor
Financial Advisor Technology
