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Financial industry news and events for RIAs.

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 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
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

TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference

By TradePMR on May 18, 2023 8:30:00 AM

The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days. Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for ...
Topics: Press Release FinTech RIAs SYNERGY Wealth Management
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
4 min read

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients

By TradePMR on Apr 11, 2023 8:36:53 AM

Four Crucial Pillars for Your Cyber Program
Topics: FinTech Data Registered Investment Advisor Cybersecurity
3 min read

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

By TradePMR on Mar 15, 2023 9:03:23 AM

The relationship is intended to provide RIAs with easier access to CircleBlack’s CRM integrations, white labeled client portal and mobile app, performance reporting, and more. Jersey City, NJ and Gainesville, Fla., March 15, 2023 - CircleBlack, an ...
Topics: Press Release RIA technology FinTech WealthTech Integrations
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
3 min read

TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs

By TradePMR on Feb 7, 2023 5:04:08 PM

Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics: FinTech RIAs Registered Investment Advisor 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 2020-2024, Trade-PMR, Inc.
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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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