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2 min read
TradePMR Launches Model Sleeve Trading on the Fusion Platform
By TradePMR on Aug 3, 2021 9:19:57 AM
RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics:
RIA technology
Fusion
RIAs
Technology
Trading
3 min read
Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack
By TradePMR on Jun 7, 2021 12:15:10 PM
Get Your Firm's Tech Stack Trim and Fit this Summer Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of ...
Topics:
Best Financial Advisor Technology
Fusion
Register for On-Demand Fusion Demo
Technology
5 min read
What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?
By TradePMR on May 4, 2021 8:20:37 AM
Trying to decide which technology and custodial service provider is right for your firm? The process is a time-consuming task. We know your time is limited, so we put together a high-level overview of what you and your team can expect to learn ...
Topics:
Technology Demo
Fusion
Register for On-Demand Fusion Demo
2 min read
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
By TradePMR on Apr 1, 2021 1:13:38 PM
Why should financial advisors care that TradePMR's Fusion platform ranked number one in advisor satisfaction among some of the most popular custodial platforms in the 2021 T3/Inside Information Advisor Software Survey?1 Simple – because your peers ...
Topics:
Technology Demo
Best Financial Advisor Technology
RIA technology
FinTech
WealthTech
Robb Baldwin
Joel Bruckenstein
Bob Veres
Fusion
Register for On-Demand Fusion Demo
Technology
Fusion Demo
4 min read
TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021
By TradePMR on Mar 23, 2021 10:00:10 AM
Financial advisors return the firm's Fusion platform to the top of the ranks for the second time. Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction ...
Topics:
Press Release
Technology Demo
Best Financial Advisor Technology
RIA technology
FinTech
WealthTech
Robb Baldwin
Joel Bruckenstein
Bob Veres
Fusion
Register for On-Demand Fusion Demo