<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Finding the Right Technology to Retain Talent

By TradePMR on Mar 8, 2023 5:06:33 PM

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

By TradePMR on Feb 28, 2023 3:18:30 PM

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
6 min read

TradePMR’s Approach: Flexible Technology Meets Flexible Service

By TradePMR on Feb 3, 2023 8:53:42 AM

How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
4 min read

TradePMR's Integration Network - Streamlining Your RIA Firm Operations

By TradePMR on Jan 20, 2023 11:35:17 AM

RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
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

Multi-Custodial? Let’s Fit How You Run Your Business

By TradePMR on Sep 27, 2022 1:34:15 PM

Find the right providers to support your unique RIA According to data from the SEC, about 30% of RIAs with between $100 million and $250 million in client assets use multiple custodians. That number jumps to 72% for firms with over $5 billion in ...
Topics: Financial advisors RIAs Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data

By TradePMR on Sep 12, 2022 4:37:02 PM

Does your RIA have the tools and information you need to succeed? RIA custodians are more than technology and service providers – they are stewards of data.
Topics: Financial advisors RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

TradePMR’s Account Transfer Tool: Four Steps to Streamline Your Transition

By TradePMR on Aug 5, 2022 10:02:35 AM

Transitioning to TradePMR’s Fusion Platform Has Never Been Easier RIAs (Registered Investment Advisors) now have access to a new tool designed to streamline their transition process. TradePMR has developed and launched a new account transfer tool ...
Topics: Financial advisors Fusion RIAs Transition Service
6 min read

Data Could be the Key for RIAs Navigating a Down Market

By TradePMR on Jul 28, 2022 8:23:24 AM

How advisors can mitigate risk and strengthen client relationships throughout periods of volatility. Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a ...
Topics: Financial advisors RIAs Wealth Management Data RIA Data Custodial Service Providers RIA Custodians Market Volatility
All posts

Featured

Posts by Tag

See all

CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

JOIN OUR TEAM

EVENTS
SYNERGY25


RECENT NEWS
Press Releases
Media Contact


TECHNOLOGY
Integrations

Contact Us
FAQs
Forms
Privacy Policy
Business Continuity Plan
Clearing & Execution Services
Options Disclosure
Fee Disclosure
Form CRS
606 Order Routing Disclosures

 


BrokerCheck_logo-white



    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.

    Copyright 2020-2025, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    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.
    Market volatility, volume, and system availability may impact account access and trade execution.
    By accessing this website, you agree to TradePMR’s Terms of Disclosure , and Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.