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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
1 min read

TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook

By TradePMR on Aug 16, 2021 4:13:51 PM

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

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
3 min read

Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack

By TradePMR on Jun 7, 2021 12:15:10 PM

Get Your Firm's Tech Stack Trim and Fit this Summer Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of ...
Topics: Best Financial Advisor Technology Fusion Register for On-Demand Fusion Demo Technology
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
2 min read

Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like

By TradePMR on Apr 1, 2021 1:13:38 PM

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
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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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