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4 min read
SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams
By TradePMR on Jun 7, 2024 1:00:40 PM
TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics:
RIA technology
Advisor Technology
Financial Advisor Technology
Custodial Platform
RIA Custodians
RIA custodian
RIA Platform
Account Opening
Advisor Documents
SYNERGY24
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
8 min read
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
By TradePMR on Jul 5, 2022 10:22:41 AM
Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.
Topics:
Financial advisors
FinTech
Joel Bruckenstein
Bob Veres
RIAs
Technology
Service
Wealth Management
Top Tech
Custodial Platform