2 min read
Why I Started TradePMR
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
Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs
Updated April 10, 2024 Pricing starts with a conversation, not a rate sheet If you’re thinking of moving to a different home, you would probably like to see the new place in person before making one of life’s significant financial commitments. You ...
Topics:
RIA practice
Financial advisors
RIAs
Fees
Pricing
3 min read
How TradePMR Balances Automation and Service for RIAs
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
1 min read
TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook
TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb ...
Topics:
RIAs
Technology
Transition
4 min read
Model Sleeve Trading – Making the Complex, Simple
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
RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics:
RIA technology
Fusion
RIAs
Technology
Trading
4 min read
TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition
A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
Topics:
Financial advisors
Press Release
RIAs
Transition
1 min read
Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance
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
