3 min read
Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics:
TradePMR
RIA technology
RIAs
SYNERGY
2 min read
What Advisors Can Learn from My RIA Firm’s Custodial Merger I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business ...
Topics:
Financial advisors
Best Financial Advisor Technology
RIA technology
Fusion
RIAs
3 min read
Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when ...
Topics:
RIA technology
Transition
Service
3 min read
An Old-School Approach to Service to Complement Advanced Technology Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major ...
Topics:
Financial advisors
RIA technology
RIAs
Service
4 min read
A Q&A with TradePMR Head of Trading, Jason Simmons
Topics:
RIA technology
Fusion
RIAs
Technology
Trading
2 min read
RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics:
RIA technology
Fusion
RIAs
Technology
Trading
1 min read
At TradePMR, data security is a top priority. Maintaining the confidentiality of your clients’ data is necessary, and we work to make sure we are doing everything in our power to protect that data. To that end, we recently decided to undergo a ...
Topics:
RIA technology
RIAs
Technology
Data Security
2 min read
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
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