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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams

By TradePMR on Jun 7, 2024 1:00:40 PM

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
3 min read

TradePMR Adds Industry Veteran Jon Patullo to Leadership Team

By TradePMR on May 14, 2024 10:20:59 AM

Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – May 14, 2024 - TradePMR, a ...
Topics: Press Release RIA technology Robb Baldwin Advisor Technology Registered Investment Advisor Custodial Service Providers
4 min read

What to Expect at SYNERGY24: Limitless in Las Vegas

By TradePMR on Apr 25, 2024 1:22:50 PM

How SYNERGY24 can help your operations, services, and technology reach new heights. TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to ...
Topics: RIA technology SYNERGY RIA Custodians Las Vegas
6 min read

Responsible Innovation: Developing Technology With Positive Purpose

By TradePMR on Apr 16, 2024 3:34:49 PM

In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion. The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest ...
Topics: RIA technology RIAs RIA custodian RIA Platform
6 min read

Six Surprising Studies Revealing The Power Of Personalization

By TradePMR on Apr 3, 2024 10:47:34 AM

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

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

By TradePMR on Jan 24, 2024 5:14:17 PM

The Fusion platform’s online portfolio management tool also received top ranking for advisor satisfaction. GAINESVILLE and TAMPA, Fla. – January 24, 2024 - TradePMR, a technology and custodial services provider for Registered Investment Advisers ...
Topics: Press Release Technology Demo RIA technology FinTech Joel Bruckenstein Register for On-Demand Fusion Demo Technology Fusion Demo Top Tech
4 min read

TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper

By TradePMR on Apr 4, 2023 8:23:14 AM

The new report also decodes proposed cybersecurity regulations financial advisors must comply with to better protect firm, clients. GAINESVILLE and TAMPA, Fla. – April 4, 2023 – TradePMR has published a new white paper for Registered Investment ...
Topics: RIA technology RIAs Technology Registered Investment Advisor Cybersecurity
3 min read

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

By TradePMR on Mar 15, 2023 9:03:23 AM

The relationship is intended to provide RIAs with easier access to CircleBlack’s CRM integrations, white labeled client portal and mobile app, performance reporting, and more. Jersey City, NJ and Gainesville, Fla., March 15, 2023 - CircleBlack, an ...
Topics: Press Release RIA technology FinTech WealthTech Integrations
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
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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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    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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