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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

By TradePMR on Aug 20, 2024 12:01:43 PM

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
4 min read

TradePMR Releases Reimagined Fusion Technology Platform

By TradePMR on Jun 1, 2023 2:23:33 PM

This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system. GAINESVILLE and TAMPA, Fla. – June 1, 2023- TradePMR, a technology and custodial services provider for Registered ...
Topics: Press Release FinTech WealthTech Fusion Technology
4 min read

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)

By TradePMR on May 16, 2023 8:55:01 AM

The integration offers advisors single sign-on capabilities, data feed connectivity, as well as a FIX trading connection. Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered ...
Topics: Press Release FinTech WealthTech Fusion Technology Integrations
3 min read

Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23

By TradePMR on May 11, 2023 9:43:15 AM

Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can ...
Topics: Financial advisors Fusion SYNERGY Wealth Management Advisor Technology
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
5 min read

TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line

By TradePMR on Jan 10, 2023 9:50:50 AM

A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
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
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
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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.

    Copyright 2020-2024, 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.
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