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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

TradePMR Announces Enhancements to Integration with Advyzon

By TradePMR on Jul 17, 2024 11:53:58 AM

Latest improvements to increase efficiency for advisors and help energize organic growth. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several ...
Topics: Press Release RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations Advyzon
4 min read

How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine

By TradePMR on Mar 8, 2024 3:13:07 PM

Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it. In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that ...
Topics: RIA practice Technology Wealth Management RIA Growth Advisor Evolution Sciences
4 min read

Human Connections Are Primed to Flourish, Even in Our AI World

By TradePMR on Mar 4, 2024 2:34:45 PM

AI is already impacting your business. Here’s why you shouldn’t be ignoring it. Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral ...
Topics: RIA practice Technology webinar Wealth Management Artificial Intelligence CE Credits
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 Releases Reimagined Fusion Technology Platform

By TradePMR on Jun 1, 2023 2:23:33 PM

This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system. GAINESVILLE and TAMPA, Fla. – June 1, 2023- TradePMR, a technology and custodial services provider for Registered ...
Topics: Press Release FinTech WealthTech Fusion Technology
4 min read

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)

By TradePMR on May 16, 2023 8:55:01 AM

The integration offers advisors single sign-on capabilities, data feed connectivity, as well as a FIX trading connection. Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered ...
Topics: Press Release FinTech WealthTech Fusion Technology Integrations
3 min read

TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling

By TradePMR on Apr 6, 2023 9:00:12 AM

The attorney and former CEO brings 25 years of leadership in financial services to TradePMR. GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced ...
Topics: Press Release RIAs Technology Service Registered Investment Advisor RIA Growth
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
6 min read

TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution

By TradePMR on Feb 17, 2023 4:09:50 PM

Delivering the tools that RIAs need to serve their clients and grow their businesses. With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever ...
Topics: FinTech Technology Registered Investment Advisor RIA Custodians Integrations
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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.

    Copyright 2020-2025, Trade-PMR, Inc.
    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.
    Market volatility, volume, and system availability may impact account access and trade execution.
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