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Knowledge Bank

Financial industry news and events for RIAs.

2 min read

SYNERGY22: Your Gateway to the Future of Fusion

By TradePMR on Mar 29, 2022 10:47:59 AM

Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics: Financial advisors RIA technology FinTech Technology SYNERGY
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
3 min read

SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For

By TradePMR on Feb 1, 2022 9:03:25 AM

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

Why I Started TradePMR

By Robb Baldwin on Nov 9, 2021 4:29:46 PM

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

How TradePMR Works to Streamline Your Custodial Transition

By TradePMR on Oct 12, 2021 3:00:00 PM

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

How TradePMR Balances Automation and Service for RIAs

By TradePMR on Aug 17, 2021 3:06:10 PM

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

Model Sleeve Trading – Making the Complex, Simple

By TradePMR on Aug 3, 2021 9:51:26 AM

A Q&A with TradePMR Head of Trading, Jason Simmons
Topics: RIA technology Fusion RIAs Technology Trading
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
1 min read

Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance

By TradePMR on Apr 26, 2021 10:57:09 AM

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
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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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    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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