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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

TradePMR Introduces Fusion SYNC to Streamline RIA Transitions

By TradePMR on Oct 24, 2024 4:17:21 PM

An AI-enabled tool designed to shorten transition timelines, helping minimize errors for financial advisors breaking away or changing custodians. GAINESVILLE, Fla.--(BUSINESS WIRE)--TradePMR, a technology and custodial services provider for ...
Topics: RIA technology Transition RIA Custodians Artificial Intelligence
4 min read

Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth

By TradePMR on Sep 20, 2024 4:34:19 PM

The inaugural season concludes with topics such as organic growth, AI, and building enterprise value. Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging ...
Topics: Financial advisors RIA technology RIAs Technology Marketing Registered Investment Advisor Client Relationships RIA Growth Artificial Intelligence Synergize Podcast AI
5 min read

Meet Jon Patullo, TradePMR’s New Chief Product Officer

By TradePMR on Sep 19, 2024 1:31:28 PM

Patullo shares his vision for technology and platform enhancements at TradePMR. And how tech could help advisors deliver a personalized experience. Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as ...
Topics: Financial advisors RIAs Technology Service Registered Investment Advisor Custodian Client Relationships RIA Custodians RIA Growth Artificial Intelligence RIA Customer Service
5 min read

How RIAs Are Finding Value in AI Technology

By TradePMR on Jul 23, 2024 2:47:06 PM

While many RIAs are approaching AI with caution, others are already finding ways to drive operational efficiencies, according to CogniCor founder and CEO Sindhu Joseph. The Synergize podcast explores the evolving role of the financial advisor in an ...
Topics: RIA technology Financial Advisor Technology Artificial Intelligence Synergize
6 min read

Leveraging AI To Grow: How RIAs Can Deploy New Technology

By TradePMR on Jul 17, 2024 9:18:12 AM

Confusion over how and when to use AI still exists. Here’s how our panel of AI experts is deploying this emerging technology. While researchers and industry observers may disagree on the extent to which artificial intelligence will impact the wealth ...
Topics: RIA technology Financial Advisor Technology Cybersecurity Artificial Intelligence
4 min read

Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria

By TradePMR on May 10, 2024 3:41:48 PM

TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics: RIAs SYNERGY Custodial Service Providers Financial Advisor Technology Custodial Platform Artificial Intelligence
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 Announces Fall RIA Conference Lineup

By TradePMR on Sep 19, 2023 3:00:15 PM

TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space. GAINESVILLE and TAMPA, Fla. – September 13, 2023 - TradePMR, a technology and custodial services provider for ...
Topics: Press Release FinTech Advisor Evolution Sciences Conferences Artificial Intelligence
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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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